PGAM
IBMS

Princeton Global Asset Management’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Princeton Global Asset 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 		$99.9K Buy
+3,860
New +$99.9K 0.01% 295

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
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Princeton Global Asset Management's IBMS Position: Q2 2026 in Review

Princeton Global Asset Management opened a new position in iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) in Q2 2026: 3,860 shares worth $99.9K. The stake represents 0.01% of the portfolio and ranks #295 among its holdings.

26 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • Princeton Global Asset Management held 3,860 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $99.9K as of Q2 2026.
  • iShares iBonds Dec 2030 Term Muni Bond ETF was a new Princeton Global Asset Management position in Q2 2026.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #295 holding.
  • 26 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.