US Bancorp
IBMS

US Bancorp’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

US Bancorp’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 		$7.89M Buy
305,413
+35,054
+13% +$918K 0.01% 457
2025
Q4 		$7.05M Buy
270,359
+52,712
+24% +$1.37M 0.01% 518
2025
Q3 		$5.68M Buy
217,647
+39,366
+22% +$1.02M 0.01% 574
2025
Q2 		$4.57M Buy
178,281
+62,458
+54% +$1.58M 0.01% 622
2025
Q1 		$2.94M Buy
115,823
+70,804
+157% +$1.81M ﹤0.01% 719
2024
Q4 		$1.14M Buy
+45,019
New +$1.15M ﹤0.01% 1070

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 $1.62B AUM 17.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp's IBMS Position: Q1 2026 in Review

US Bancorp increased its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 13% in Q1 2026, buying an estimated $918K and bringing the position to 305,413 shares worth $7.89M. The position accounts for 0.01% of the portfolio, ranked #457.

US Bancorp first reported a position in IBMS in Q4 2024 and has held it in 6 quarters since. 103 funds tracked by Wall St. Rank hold IBMS as of Q1 2026.

  • US Bancorp held 305,413 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $7.89M as of Q1 2026.
  • US Bancorp bought 35,054 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q1 2026, an estimated $918K.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.01% of US Bancorp's portfolio in Q1 2026, its #457 holding.
  • US Bancorp first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 103 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q1 2026.

Based on US Bancorp's 13F filing for Q1 2026, filed 15 May 2026.