SWMG
IBMS

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

Signature Wealth Management Group’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
Q1 		$366K Buy
14,160
+460
+3% +$12K 0.14% 107
2025
Q4 		$357K Hold
13,700
– – 0.15% 90
2025
Q3 		$357K Sell
13,700
-72
-0.5% -$1.86K 0.14% 95
2025
Q2 		$353K Buy
13,772
+655
+5% +$16.6K 0.14% 93
2025
Q1 		$333K Buy
13,117
+974
+8% +$24.8K 0.13% 99
2024
Q4 		$308K Buy
+12,143
New +$310K 0.12% 97

Other funds holding IBMS

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Signature Wealth Management Group's IBMS Position: Q1 2026 in Review

Signature Wealth Management Group increased its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 3.4% in Q1 2026, buying an estimated $12K and bringing the position to 14,160 shares worth $366K. The position accounts for 0.14% of the portfolio, ranked #107.

Signature Wealth Management Group first reported a position in IBMS in Q4 2024 and has held it in 6 quarters since. 103 funds tracked by Wall St. Rank hold IBMS as of Q1 2026.

  • Signature Wealth Management Group held 14,160 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $366K as of Q1 2026.
  • Signature Wealth Management Group bought 460 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q1 2026, an estimated $12K.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.14% of Signature Wealth Management Group's portfolio in Q1 2026, its #107 holding.
  • Signature Wealth Management Group first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 103 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.