KIM
IBMS

Kestra Investment Management’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Kestra Investment 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
2025
Q1 		– Sell
-28
Closed -$713 – 1443
2024
Q4 		$713 Buy
+28
New +$716 ﹤0.01% 1115

Other funds holding IBMS

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CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
NA
Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
MIM
Moseley Investment Management Bradenton, Florida $314M AUM 22.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SSB
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

Kestra Investment Management's IBMS Position: Q1 2025 in Review

Kestra Investment Management sold out of iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) in Q1 2025, closing a stake of 28 shares — an estimated $713 sold.

Kestra Investment Management first reported a position in IBMS in Q4 2024 and held it in 1 quarter. The position peaked at $713 in Q4 2024. 43 funds tracked by Wall St. Rank hold IBMS as of Q1 2025.

  • Kestra Investment Management reported no remaining iShares iBonds Dec 2030 Term Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 28 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q1 2025, an estimated $713.
  • Kestra Investment Management first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $713 in Q4 2024.
  • 43 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.