SVWAG
IBMS

Sound View Wealth Advisors Group’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Sound View Wealth Advisors Group’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 		$1.07M Buy
41,328
+398
+1% +$10.3K 0.07% 184
2026
Q1 		$1.06M Buy
40,930
+2,596
+7% +$68K 0.07% 185
2025
Q4 		$999K Buy
38,334
+6,580
+21% +$171K 0.07% 191
2025
Q3 		$828K Buy
31,754
+1,510
+5% +$39.1K 0.06% 213
2025
Q2 		$776K Buy
30,244
+3,033
+11% +$76.8K 0.06% 217
2025
Q1 		$691K Buy
27,211
+6,566
+32% +$168K 0.06% 220
2024
Q4 		$524K Buy
+20,645
New +$528K 0.04% 255

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

Sound View Wealth Advisors Group's IBMS Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 0.97% in Q2 2026, buying an estimated $10.3K and bringing the position to 41,328 shares worth $1.07M. The position accounts for 0.07% of the portfolio, ranked #184.

Sound View Wealth Advisors Group first reported a position in IBMS in Q4 2024 and has held it in 7 quarters since. 115 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • Sound View Wealth Advisors Group held 41,328 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $1.07M as of Q2 2026.
  • Sound View Wealth Advisors Group bought 398 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $10.3K.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.07% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #184 holding.
  • Sound View Wealth Advisors Group first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.