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 Q3	$901K	Buy	36,044 +330	+0.9%	+$8.45K	0.38%	22
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

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

PFG Private Wealth Management's IBMS Position: Q3 2026 in Review

PFG Private Wealth Management increased its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 0.92% in Q3 2026, buying an estimated $8.45K and bringing the position to 36,044 shares worth $901K. The position accounts for 0.38% of the portfolio, ranked #22.

PFG Private Wealth Management first reported a position in IBMS in Q1 2025 and has held it in 6 quarters since. The position peaked at $936K in Q1 2026. 37 funds tracked by Wall St. Rank hold IBMS as of Q3 2026.

PFG Private Wealth Management held 36,044 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $901K as of Q3 2026.
PFG Private Wealth Management bought 330 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q3 2026, an estimated $8.45K.
iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.38% of PFG Private Wealth Management's portfolio in Q3 2026, its #22 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 6 quarters since.
PFG Private Wealth Management's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $936K in Q1 2026.
37 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q3 2026.

Based on PFG Private Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.