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
Q2 		$702K Buy
27,126
+7,776
+40% +$201K 0.13% 192
2026
Q1 		$500K Buy
+19,350
New +$507K 0.1% 212

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
HighTower Advisors
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
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
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
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

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

Silverlake Wealth Management increased its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 40% in Q2 2026, buying an estimated $201K and bringing the position to 27,126 shares worth $702K. The position accounts for 0.13% of the portfolio, ranked #192.

Silverlake Wealth Management first reported a position in IBMS in Q1 2026 and has held it in 2 quarters since. 115 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • Silverlake Wealth Management held 27,126 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $702K as of Q2 2026.
  • Silverlake Wealth Management bought 7,776 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $201K.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.13% of Silverlake Wealth Management's portfolio in Q2 2026, its #192 holding.
  • Silverlake Wealth Management first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.