TRCT
IBMS

Tower Research Capital (TRC)’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Tower Research Capital (TRC)’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 		$70K Hold
2,710
– – ﹤0.01% 2464
2025
Q4 		$70.6K Buy
+2,710
New +$70.5K ﹤0.01% 2183

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 $1.89B AUM 26.04% 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

Tower Research Capital (TRC)'s IBMS Position: Q1 2026 in Review

Tower Research Capital (TRC) held its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) position steady in Q1 2026 at 2,710 shares worth $70K. The position accounts for ﹤0.01% of the portfolio, ranked #2464.

Tower Research Capital (TRC) first reported a position in IBMS in Q4 2025 and has held it in 2 quarters since. The position peaked at $70.6K in Q4 2025. 103 funds tracked by Wall St. Rank hold IBMS as of Q1 2026.

  • Tower Research Capital (TRC) held 2,710 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $70K as of Q1 2026.
  • Tower Research Capital (TRC) left its iShares iBonds Dec 2030 Term Muni Bond ETF share count unchanged in Q1 2026.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #2464 holding.
  • Tower Research Capital (TRC) first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Tower Research Capital (TRC)'s iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $70.6K 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 Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.