PWM
IBMS

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

Praetorian 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 		$5.71M Buy
220,855
+6,617
+3% +$171K 0.99% 23
2026
Q1 		$5.55M Buy
214,238
+48,698
+29% +$1.27M 1.05% 24
2025
Q4 		$4.31M Buy
165,540
+42,365
+34% +$1.1M 0.86% 27
2025
Q3 		$3.21M Buy
123,175
+9,866
+9% +$255K 0.66% 34
2025
Q2 		$2.91M Buy
113,309
+15,737
+16% +$399K 0.67% 32
2025
Q1 		$2.48M Buy
97,572
+24,044
+33% +$613K 0.6% 33
2024
Q4 		$1.87M Buy
+73,528
New +$1.88M 0.45% 32

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Praetorian Wealth Management's IBMS Position: Q2 2026 in Review

Praetorian Wealth Management increased its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 3.1% in Q2 2026, buying an estimated $171K and bringing the position to 220,855 shares worth $5.71M. The position accounts for 0.99% of the portfolio, ranked #23.

Praetorian Wealth Management first reported a position in IBMS in Q4 2024 and has held it in 7 quarters since. 115 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • Praetorian Wealth Management held 220,855 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $5.71M as of Q2 2026.
  • Praetorian Wealth Management bought 6,617 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $171K.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.99% of Praetorian Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Praetorian Wealth Management first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

Based on Praetorian Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.