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

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return