SMC
IBMS

Smith, Moore & Co’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Smith, Moore & Co’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 		$509K Buy
19,725
+2,415
+14% +$63.2K 0.04% 326
2025
Q4 		$451K Buy
+17,310
New +$450K 0.03% 336

Other funds holding IBMS

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
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

Smith, Moore & Co's IBMS Position: Q1 2026 in Review

Smith, Moore & Co increased its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 14% in Q1 2026, buying an estimated $63.2K and bringing the position to 19,725 shares worth $509K. The position accounts for 0.04% of the portfolio, ranked #326.

Smith, Moore & Co first reported a position in IBMS in Q4 2025 and has held it in 2 quarters since. 103 funds tracked by Wall St. Rank hold IBMS as of Q1 2026.

  • Smith, Moore & Co held 19,725 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $509K as of Q1 2026.
  • Smith, Moore & Co bought 2,415 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q1 2026, an estimated $63.2K.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.04% of Smith, Moore & Co's portfolio in Q1 2026, its #326 holding.
  • Smith, Moore & Co first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 103 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.