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
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 $67.6B AUM 18.3% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 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 $530B AUM 22.01% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

LPL Financial's IBMS Position: Q1 2026 in Review

LPL Financial increased its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 112% in Q1 2026, buying an estimated $1.17M and bringing the position to 85,000 shares worth $2.2M. The position accounts for ﹤0.01% of the portfolio, ranked #3417.

LPL Financial first reported a position in IBMS in Q1 2025 and has held it in 5 quarters since. 103 funds tracked by Wall St. Rank hold IBMS as of Q1 2026.

  • LPL Financial held 85,000 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $2.2M as of Q1 2026.
  • LPL Financial bought 44,852 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q1 2026, an estimated $1.17M.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3417 holding.
  • LPL Financial first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 103 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.