FCH
IBMS

Freestone Capital Holdings’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Freestone Capital Holdings’s Portfolio IBMS Stock Details IBMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$296K Hold
11,431
– – 0.01% 488
2026
Q1 		$295K Hold
11,431
– – 0.01% 446
2025
Q4 		$298K Hold
11,431
– – 0.01% 425
2025
Q3 		$298K Buy
+11,431
New +$296K 0.01% 429

Other funds holding IBMS

CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return

Freestone Capital Holdings's IBMS Position: Q2 2026 in Review

Freestone Capital Holdings held its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) position steady in Q2 2026 at 11,431 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #488.

Freestone Capital Holdings first reported a position in IBMS in Q3 2025 and has held it in 4 quarters since. The position peaked at $298K in Q3 2025. 70 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • Freestone Capital Holdings held 11,431 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $296K as of Q2 2026.
  • Freestone Capital Holdings left its iShares iBonds Dec 2030 Term Muni Bond ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.01% of Freestone Capital Holdings's portfolio in Q2 2026, its #488 holding.
  • Freestone Capital Holdings first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Freestone Capital Holdings's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $298K in Q3 2025.
  • 70 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.