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 Q3	$5.76M	Buy	230,582 +118,614	+106%	+$3.04M	﹤0.01%	2697
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

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

LPL Financial's IBMS Position: Q3 2026 in Review

LPL Financial increased its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 106% in Q3 2026, buying an estimated $3.04M and bringing the position to 230,582 shares worth $5.76M. The position accounts for ﹤0.01% of the portfolio, ranked #2697.

LPL Financial first reported a position in IBMS in Q1 2025 and has held it in 7 quarters since. 76 funds tracked by Wall St. Rank hold IBMS as of Q3 2026.

LPL Financial held 230,582 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $5.76M as of Q3 2026.
LPL Financial bought 118,614 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q3 2026, an estimated $3.04M.
iShares iBonds Dec 2030 Term Muni Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #2697 holding.
LPL Financial first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q1 2025 and has held it in 7 quarters since.
76 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.