SIS
IBMS

Sound Income Strategies’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Sound Income Strategies’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 		– Sell
-29
Closed -$761 – 2726
2025
Q4 		$761 Buy
+29
New +$754 ﹤0.01% 2334

Other funds holding IBMS

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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 $1.85B AUM 20.23% 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

Sound Income Strategies's IBMS Position: Q1 2026 in Review

Sound Income Strategies sold out of iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) in Q1 2026, closing a stake of 29 shares — an estimated $761 sold.

Sound Income Strategies first reported a position in IBMS in Q4 2025 and held it in 1 quarter. The position peaked at $761 in Q4 2025. 103 funds tracked by Wall St. Rank hold IBMS as of Q1 2026.

  • Sound Income Strategies reported no remaining iShares iBonds Dec 2030 Term Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Sound Income Strategies sold 29 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q1 2026, an estimated $761.
  • Sound Income Strategies first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q4 2025 and held it in 1 quarter.
  • Sound Income Strategies's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $761 in Q4 2025.
  • 103 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q1 2026.

Based on Sound Income Strategies's 13F filing for Q1 2026, filed 27 Apr 2026.