PSIWM
IBMS

Paradigm Strategies in Wealth Management’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Paradigm Strategies in Wealth Management’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 		$429K Buy
16,585
+2,587
+18% +$66.9K 0.26% 44
2026
Q1 		$362K Hold
13,998
– – 0.25% 41
2025
Q4 		$365K Hold
13,998
– – 0.24% 39
2025
Q3 		$365K Hold
13,998
– – 0.23% 40
2025
Q2 		$359K Buy
13,998
+4,232
+43% +$107K 0.24% 38
2025
Q1 		$248K Buy
9,766
+1,017
+12% +$25.9K 0.17% 44
2024
Q4 		$222K Hold
8,749
– – 0.15% 45
2024
Q3 		$226K Buy
+8,749
New +$224K 0.14% 46

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
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

Paradigm Strategies in Wealth Management's IBMS Position: Q2 2026 in Review

Paradigm Strategies in Wealth Management increased its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 18% in Q2 2026, buying an estimated $66.9K and bringing the position to 16,585 shares worth $429K. The position accounts for 0.26% of the portfolio, ranked #44.

Paradigm Strategies in Wealth Management first reported a position in IBMS in Q3 2024 and has held it in 8 quarters since. 36 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • Paradigm Strategies in Wealth Management held 16,585 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $429K as of Q2 2026.
  • Paradigm Strategies in Wealth Management bought 2,587 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $66.9K.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.26% of Paradigm Strategies in Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Paradigm Strategies in Wealth Management first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 36 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.