LPL Financial
IBMS

LPL Financial’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

LPL Financial’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 		$2.9M Buy
111,968
+26,968
+32% +$698K ﹤0.01% 3333
2026
Q1 		$2.2M Buy
85,000
+44,852
+112% +$1.17M ﹤0.01% 3417
2025
Q4 		$1.05M Buy
40,148
+28,347
+240% +$737K ﹤0.01% 4035
2025
Q3 		$308K Hold
11,801
– – ﹤0.01% 5034
2025
Q2 		$303K Hold
11,801
– – ﹤0.01% 4767
2025
Q1 		$300K Buy
+11,801
New +$301K ﹤0.01% 4572

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

LPL Financial's IBMS Position: Q2 2026 in Review

LPL Financial increased its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 32% in Q2 2026, buying an estimated $698K and bringing the position to 111,968 shares worth $2.9M. The position accounts for ﹤0.01% of the portfolio, ranked #3333.

LPL Financial first reported a position in IBMS in Q1 2025 and has held it in 6 quarters since. 115 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • LPL Financial held 111,968 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $2.9M as of Q2 2026.
  • LPL Financial bought 26,968 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $698K.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3333 holding.
  • LPL Financial first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.