SVWA
IBMS

Sarver Vrooman Wealth Advisors’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Sarver Vrooman Wealth Advisors’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 		$40.6K Buy
1,571
+312
+25% +$8.07K 0.02% 86
2026
Q1 		$32.5K Buy
1,259
+49
+4% +$1.28K 0.02% 98
2025
Q4 		$31.5K Hold
1,210
– – 0.02% 94
2025
Q3 		$31.6K Buy
+1,210
New +$31.3K 0.02% 99

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

Sarver Vrooman Wealth Advisors's IBMS Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors increased its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 25% in Q2 2026, buying an estimated $8.07K and bringing the position to 1,571 shares worth $40.6K. The position accounts for 0.02% of the portfolio, ranked #86.

Sarver Vrooman Wealth Advisors first reported a position in IBMS in Q3 2025 and has held it in 4 quarters since. 24 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • Sarver Vrooman Wealth Advisors held 1,571 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $40.6K as of Q2 2026.
  • Sarver Vrooman Wealth Advisors bought 312 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $8.07K.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.02% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #86 holding.
  • Sarver Vrooman Wealth Advisors first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 24 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.