OIA
IBMS

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

OneDigital Investment 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 		$340K Sell
13,160
-1,161
-8% -$30K ﹤0.01% 1235
2026
Q1 		$370K Buy
14,321
+621
+5% +$16.3K ﹤0.01% 1083
2025
Q4 		$357K Buy
+13,700
New +$356K ﹤0.01% 1118

Other funds holding IBMS

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
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
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

OneDigital Investment Advisors's IBMS Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 8.1% in Q2 2026, selling an estimated $30K and leaving 13,160 shares worth $340K. The position accounts for ﹤0.01% of the portfolio, ranked #1235.

OneDigital Investment Advisors first reported a position in IBMS in Q4 2025 and has held it in 3 quarters since. The position peaked at $370K in Q1 2026. 96 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • OneDigital Investment Advisors held 13,160 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $340K as of Q2 2026.
  • OneDigital Investment Advisors sold 1,161 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $30K.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1235 holding.
  • OneDigital Investment Advisors first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • OneDigital Investment Advisors's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $370K in Q1 2026.
  • 96 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.