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

Segment 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	$246K	Hold	9,490	–	–	0.01%	290
2026 Q1	$245K	Hold	9,490	–	–	0.01%	281
2025 Q4	$247K	Hold	9,490	–	–	0.01%	285
2025 Q3	$247K	Hold	9,490	–	–	0.01%	263
2025 Q2	$244K	Hold	9,490	–	–	0.02%	266
2025 Q1	$241K	Hold	9,490	–	–	0.02%	261
2024 Q4	$241K	Buy	+9,490	New	+$243K	0.02%	240

Other funds holding IBMS

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

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 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 Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

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

Segment Wealth Management held its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) position steady in Q2 2026 at 9,490 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #290.

Segment Wealth Management first reported a position in IBMS in Q4 2024 and has held it in 7 quarters since. The position peaked at $247K in Q3 2025. 115 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

Segment Wealth Management held 9,490 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $246K as of Q2 2026.
Segment Wealth Management left its iShares iBonds Dec 2030 Term Muni Bond ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.01% of Segment Wealth Management's portfolio in Q2 2026, its #290 holding.
Segment 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.
Segment Wealth Management's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $247K in Q3 2025.
115 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.