Great Diamond Partners
IBMS icon

Great Diamond Partners’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Great Diamond Partners’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
Q3 		$301K Buy
+12,042
New +$309K 0.05% 210

Other funds holding IBMS

Community Trust & Investment
Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Ellis Investment Partners
Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Helen Stephens Group
Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $579M AUM 18.55% 1-Year Est. Return

Great Diamond Partners's IBMS Position: Q3 2026 in Review

Great Diamond Partners opened a new position in iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) in Q3 2026: 12,042 shares worth $301K. The stake represents 0.05% of the portfolio and ranks #210 among its holdings.

32 funds tracked by Wall St. Rank hold IBMS as of Q3 2026.

  • Great Diamond Partners held 12,042 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $301K as of Q3 2026.
  • iShares iBonds Dec 2030 Term Muni Bond ETF was a new Great Diamond Partners position in Q3 2026.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.05% of Great Diamond Partners's portfolio in Q3 2026, its #210 holding.
  • 32 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.