KCM
IBMS

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

Kathmere 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 		$9.11M Sell
351,990
-138,772
-28% -$3.59M 0.48% 42
2026
Q1 		$12.7M Sell
490,762
-9,383
-2% -$246K 0.78% 29
2025
Q4 		$13M Buy
+500,145
New +$13M 0.88% 28

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kathmere Capital Management's IBMS Position: Q2 2026 in Review

Kathmere Capital Management reduced its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 28% in Q2 2026, selling an estimated $3.59M and leaving 351,990 shares worth $9.11M. The position accounts for 0.48% of the portfolio, ranked #42.

Kathmere Capital Management first reported a position in IBMS in Q4 2025 and has held it in 3 quarters since. The position peaked at $13M in Q4 2025. 115 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • Kathmere Capital Management held 351,990 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $9.11M as of Q2 2026.
  • Kathmere Capital Management sold 138,772 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $3.59M.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.48% of Kathmere Capital Management's portfolio in Q2 2026, its #42 holding.
  • Kathmere Capital Management first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Kathmere Capital Management's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $13M in Q4 2025.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.