MW
IBMS

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
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

CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BSAM
Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return

Members Wealth's IBMS Position: Q2 2026 in Review

Members Wealth increased its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 55% in Q2 2026, buying an estimated $234K and bringing the position to 25,390 shares worth $657K. The position accounts for 0.36% of the portfolio, ranked #51.

Members Wealth first reported a position in IBMS in Q1 2026 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • Members Wealth held 25,390 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $657K as of Q2 2026.
  • Members Wealth bought 9,036 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $234K.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.36% of Members Wealth's portfolio in Q2 2026, its #51 holding.
  • Members Wealth first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 51 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

Based on Members Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.