PFG Private Wealth Management’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

PFG Private 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	$924K	Sell	35,714 -526	-1%	-$13.6K	0.4%	23
2026 Q1	$936K	Buy	36,240 +16,120	+80%	+$422K	0.4%	20
2025 Q4	$524K	Buy	+20,120	New	+$523K	0.23%	31
2025 Q3	–	Sell	-23,014	Closed	-$591K	–	155
2025 Q2	$591K	Hold	23,014	–	–	0.3%	26
2025 Q1	$585K	Buy	+23,014	New	+$587K	0.32%	25

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

PFG Private Wealth Management's IBMS Position: Q2 2026 in Review

PFG Private Wealth Management reduced its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 1.5% in Q2 2026, selling an estimated $13.6K and leaving 35,714 shares worth $924K. The position accounts for 0.4% of the portfolio, ranked #23.

PFG Private Wealth Management first reported a position in IBMS in Q1 2025 and has held it in 5 quarters since. The position peaked at $936K in Q1 2026. 36 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

PFG Private Wealth Management held 35,714 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $924K as of Q2 2026.
PFG Private Wealth Management sold 526 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $13.6K.
iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.4% of PFG Private Wealth Management's portfolio in Q2 2026, its #23 holding.
PFG Private Wealth Management first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q1 2025 and has held it in 5 quarters since.
PFG Private Wealth Management's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $936K in Q1 2026.
36 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

Based on PFG Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.