PFM
IBMS

Phillips Financial Management’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Phillips Financial 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 		$351K Hold
13,574
– – 0.03% 159
2026
Q1 		$351K Buy
+13,574
New +$355K 0.03% 157

Other funds holding IBMS

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Phillips Financial Management's IBMS Position: Q2 2026 in Review

Phillips Financial Management held its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) position steady in Q2 2026 at 13,574 shares worth $351K. The position accounts for 0.03% of the portfolio, ranked #159.

Phillips Financial Management first reported a position in IBMS in Q1 2026 and has held it in 2 quarters since. 115 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • Phillips Financial Management held 13,574 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $351K as of Q2 2026.
  • Phillips Financial Management left its iShares iBonds Dec 2030 Term Muni Bond ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.03% of Phillips Financial Management's portfolio in Q2 2026, its #159 holding.
  • Phillips Financial Management first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.