Jacobi Capital Management
IBMS icon

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

Jacobi 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
Q3 		$910K Hold
36,417
– – 0.04% 342
2026
Q2 		$942K Buy
+36,417
New +$942K 0.05% 335

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Jacobi Capital Management's IBMS Position: Q3 2026 in Review

Jacobi Capital Management held its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) position steady in Q3 2026 at 36,417 shares worth $910K. The position accounts for 0.04% of the portfolio, ranked #342.

Jacobi Capital Management first reported a position in IBMS in Q2 2026 and has held it in 2 quarters since. The position peaked at $942K in Q2 2026. 64 funds tracked by Wall St. Rank hold IBMS as of Q3 2026.

  • Jacobi Capital Management held 36,417 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $910K as of Q3 2026.
  • Jacobi Capital Management left its iShares iBonds Dec 2030 Term Muni Bond ETF share count unchanged in Q3 2026.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.04% of Jacobi Capital Management's portfolio in Q3 2026, its #342 holding.
  • Jacobi Capital Management first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Jacobi Capital Management's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $942K in Q2 2026.
  • 64 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q3 2026.

Based on Jacobi Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.