NA
IBMS

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

NewEdge 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
Q1 		$3.1M Sell
120,123
-7,142
-6% -$187K 0.01% 890
2025
Q4 		$3.32M Buy
+127,265
New +$3.31M 0.01% 829

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

NewEdge Advisors's IBMS Position: Q1 2026 in Review

NewEdge Advisors reduced its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 5.6% in Q1 2026, selling an estimated $187K and leaving 120,123 shares worth $3.1M. The position accounts for 0.01% of the portfolio, ranked #890.

NewEdge Advisors first reported a position in IBMS in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.32M in Q4 2025. 103 funds tracked by Wall St. Rank hold IBMS as of Q1 2026.

  • NewEdge Advisors held 120,123 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $3.1M as of Q1 2026.
  • NewEdge Advisors sold 7,142 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q1 2026, an estimated $187K.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #890 holding.
  • NewEdge Advisors first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • NewEdge Advisors's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $3.32M in Q4 2025.
  • 103 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.