Silverlake Wealth Management
IBMS icon

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
Q3 		– Sell
-27,126
Closed -$702K – 418
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

Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Community Trust & Investment
Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Cypress Point Wealth Management
Cypress Point Wealth Management Dallas, Texas $945M AUM 10.4% 1-Year Est. Return

Silverlake Wealth Management's IBMS Position: Q3 2026 in Review

Silverlake Wealth Management sold out of iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) in Q3 2026, closing a stake of 27,126 shares — an estimated $702K sold.

Silverlake Wealth Management first reported a position in IBMS in Q1 2026 and held it in 2 quarters. The position peaked at $702K in Q2 2026. 64 funds tracked by Wall St. Rank hold IBMS as of Q3 2026.

  • Silverlake Wealth Management reported no remaining iShares iBonds Dec 2030 Term Muni Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Silverlake Wealth Management sold 27,126 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q3 2026, an estimated $702K.
  • Silverlake Wealth Management first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q1 2026 and held it in 2 quarters.
  • Silverlake Wealth Management's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $702K in Q2 2026.
  • 64 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q3 2026.

Based on Silverlake Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.