HFO
IBMS

Heritage Family Offices’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Heritage Family Offices’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 		$282K Buy
+10,900
New +$282K 0.11% 166

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

Heritage Family Offices's IBMS Position: Q2 2026 in Review

Heritage Family Offices opened a new position in iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) in Q2 2026: 10,900 shares worth $282K. The stake represents 0.11% of the portfolio and ranks #166 among its holdings.

115 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • Heritage Family Offices held 10,900 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $282K as of Q2 2026.
  • iShares iBonds Dec 2030 Term Muni Bond ETF was a new Heritage Family Offices position in Q2 2026.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.11% of Heritage Family Offices's portfolio in Q2 2026, its #166 holding.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.