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
Q2 		$542K Buy
20,962
+1,237
+6% +$32K 0.04% 343
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 $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

Smith, Moore & Co's IBMS Position: Q2 2026 in Review

Smith, Moore & Co increased its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 6.3% in Q2 2026, buying an estimated $32K and bringing the position to 20,962 shares worth $542K. The position accounts for 0.04% of the portfolio, ranked #343.

Smith, Moore & Co first reported a position in IBMS in Q4 2025 and has held it in 3 quarters since. 115 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • Smith, Moore & Co held 20,962 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $542K as of Q2 2026.
  • Smith, Moore & Co bought 1,237 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $32K.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.04% of Smith, Moore & Co's portfolio in Q2 2026, its #343 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 3 quarters since.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.