Members Wealth
IBMS icon

Members Wealth’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Members Wealth’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 		– Sell
-25,390
Closed -$657K – 137
2026
Q2 		$657K Buy
25,390
+9,036
+55% +$234K 0.36% 51
2026
Q1 		$425K Buy
+16,354
New +$428K 0.25% 64

Other funds holding IBMS

Community Trust & Investment
Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Ellis Investment Partners
Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Rossmore Private Capital
Rossmore Private Capital Glastonbury, Connecticut $1.31B AUM 25.17% 1-Year Est. Return

Members Wealth's IBMS Position: Q3 2026 in Review

Members Wealth sold out of iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) in Q3 2026, closing a stake of 25,390 shares — an estimated $657K sold.

Members Wealth first reported a position in IBMS in Q1 2026 and held it in 2 quarters. The position peaked at $657K in Q2 2026. 45 funds tracked by Wall St. Rank hold IBMS as of Q3 2026.

  • Members Wealth reported no remaining iShares iBonds Dec 2030 Term Muni Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Members Wealth sold 25,390 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q3 2026, an estimated $657K.
  • Members Wealth first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q1 2026 and held it in 2 quarters.
  • Members Wealth's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $657K in Q2 2026.
  • 45 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q3 2026.

Based on Members Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.