TPWA
IBMS

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
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

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

TRUE Private Wealth Advisors's IBMS Position: Q2 2026 in Review

TRUE Private Wealth Advisors increased its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 76% in Q2 2026, buying an estimated $549K and bringing the position to 49,125 shares worth $1.27M. The position accounts for 0.11% of the portfolio, ranked #121.

TRUE Private Wealth Advisors 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.

  • TRUE Private Wealth Advisors held 49,125 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $1.27M as of Q2 2026.
  • TRUE Private Wealth Advisors bought 21,224 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $549K.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.11% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #121 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 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 TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.