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IBMS

Nestegg Advisors’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Nestegg Advisors’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 		$779K Sell
30,109
-29,653
-50% -$767K 0.55% 22
2026
Q1 		$1.54M Sell
59,762
-19,445
-25% -$509K 1.36% 14
2025
Q4 		$2.06M Sell
79,207
-37,724
-32% -$981K 1.76% 13
2025
Q3 		$3.05M Sell
116,931
-4,297
-4% -$111K 2.71% 10
2025
Q2 		$3.11M Buy
121,228
+21,757
+22% +$551K 3% 9
2025
Q1 		$2.53M Buy
99,471
+24,932
+33% +$636K 2.69% 10
2024
Q4 		$1.9M Buy
+74,539
New +$1.9M 1.93% 12

Other funds holding IBMS

CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 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
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
BSAM
Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Nestegg Advisors's IBMS Position: Q2 2026 in Review

Nestegg Advisors reduced its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 50% in Q2 2026, selling an estimated $767K and leaving 30,109 shares worth $779K. The position accounts for 0.55% of the portfolio, ranked #22.

Nestegg Advisors first reported a position in IBMS in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.11M in Q2 2025. 24 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • Nestegg Advisors held 30,109 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $779K as of Q2 2026.
  • Nestegg Advisors sold 29,653 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $767K.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.55% of Nestegg Advisors's portfolio in Q2 2026, its #22 holding.
  • Nestegg Advisors first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Nestegg Advisors's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $3.11M in Q2 2025.
  • 24 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

Based on Nestegg Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.