RPC
IBMS

Rossmore Private Capital’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Rossmore Private Capital’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 		$889K Buy
34,363
+19,027
+124% +$492K 0.07% 165
2026
Q1 		$396K Hold
15,336
– – 0.03% 225
2025
Q4 		$400K Buy
15,336
+6,900
+82% +$179K 0.04% 220
2025
Q3 		$220K Hold
8,436
– – 0.02% 251
2025
Q2 		$216K Buy
+8,436
New +$214K 0.03% 246

Other funds holding IBMS

CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Rossmore Private Capital's IBMS Position: Q2 2026 in Review

Rossmore Private Capital increased its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 124% in Q2 2026, buying an estimated $492K and bringing the position to 34,363 shares worth $889K. The position accounts for 0.07% of the portfolio, ranked #165.

Rossmore Private Capital first reported a position in IBMS in Q2 2025 and has held it in 5 quarters since. 55 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • Rossmore Private Capital held 34,363 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $889K as of Q2 2026.
  • Rossmore Private Capital bought 19,027 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $492K.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.07% of Rossmore Private Capital's portfolio in Q2 2026, its #165 holding.
  • Rossmore Private Capital first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 55 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

Based on Rossmore Private Capital's 13F filing for Q2 2026, filed 31 Jul 2026.