GWCM
IBMS

Godshalk Welsh Capital Management’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Godshalk Welsh Capital Management’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 		$1.1M Buy
42,500
+10,500
+33% +$272K 0.59% 60
2026
Q1 		$827K Buy
32,000
+3,900
+14% +$102K 0.48% 70
2025
Q4 		$732K Buy
28,100
+19,100
+212% +$497K 0.42% 71
2025
Q3 		$235K Buy
+9,000
New +$233K 0.13% 121

Other funds holding IBMS

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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

Godshalk Welsh Capital Management's IBMS Position: Q2 2026 in Review

Godshalk Welsh Capital Management increased its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 33% in Q2 2026, buying an estimated $272K and bringing the position to 42,500 shares worth $1.1M. The position accounts for 0.59% of the portfolio, ranked #60.

Godshalk Welsh Capital Management first reported a position in IBMS in Q3 2025 and has held it in 4 quarters since. 115 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • Godshalk Welsh Capital Management held 42,500 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $1.1M as of Q2 2026.
  • Godshalk Welsh Capital Management bought 10,500 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $272K.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.59% of Godshalk Welsh Capital Management's portfolio in Q2 2026, its #60 holding.
  • Godshalk Welsh Capital Management first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.