SWM
IBMS

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

Silverlake 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
Q1 		$500K Buy
+19,350
New +$507K 0.1% 212

Other funds holding IBMS

Mercer Global Advisors
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CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 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 $530B AUM 22.01% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Silverlake Wealth Management's IBMS Position: Q1 2026 in Review

Silverlake Wealth Management opened a new position in iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) in Q1 2026: 19,350 shares worth $500K. The stake represents 0.1% of the portfolio and ranks #212 among its holdings.

103 funds tracked by Wall St. Rank hold IBMS as of Q1 2026.

  • Silverlake Wealth Management held 19,350 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $500K as of Q1 2026.
  • iShares iBonds Dec 2030 Term Muni Bond ETF was a new Silverlake Wealth Management position in Q1 2026.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.1% of Silverlake Wealth Management's portfolio in Q1 2026, its #212 holding.
  • 103 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q1 2026.

Based on Silverlake Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.