TRUE Private Wealth Advisors’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

TRUE Private Wealth Advisors’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 Q3	$1.23M	Hold	49,125	–	–	0.1%	120
2026 Q2	$1.27M	Buy	49,125 +21,224	+76%	+$549K	0.11%	121
2026 Q1	$721K	Hold	27,901	–	–	0.07%	139
2025 Q4	$727K	Buy	+27,901	New	+$726K	0.07%	134

Other funds holding IBMS

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Rossmore Private Capital Glastonbury, Connecticut $1.31B AUM 25.17% 1-Year Est. Return

TRUE Private Wealth Advisors's IBMS Position: Q3 2026 in Review

TRUE Private Wealth Advisors held its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) position steady in Q3 2026 at 49,125 shares worth $1.23M. The position accounts for 0.1% of the portfolio, ranked #120.

TRUE Private Wealth Advisors first reported a position in IBMS in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.27M in Q2 2026. 43 funds tracked by Wall St. Rank hold IBMS as of Q3 2026.

TRUE Private Wealth Advisors held 49,125 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $1.23M as of Q3 2026.
TRUE Private Wealth Advisors left its iShares iBonds Dec 2030 Term Muni Bond ETF share count unchanged in Q3 2026.
iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.1% of TRUE Private Wealth Advisors's portfolio in Q3 2026, its #120 holding.
TRUE Private Wealth Advisors first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q4 2025 and has held it in 4 quarters since.
TRUE Private Wealth Advisors's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $1.27M in Q2 2026.
43 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q3 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.