VisionPoint Advisory Group’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

VisionPoint Advisory 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 Q3	$317K	Hold	12,684	–	–	0.05%	340
2026 Q2	$328K	Hold	12,684	–	–	0.05%	336
2026 Q1	$328K	Buy	+12,684	New	+$332K	0.06%	312

Other funds holding IBMS

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

VisionPoint Advisory Group's IBMS Position: Q3 2026 in Review

VisionPoint Advisory Group held its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) position steady in Q3 2026 at 12,684 shares worth $317K. The position accounts for 0.05% of the portfolio, ranked #340.

VisionPoint Advisory Group first reported a position in IBMS in Q1 2026 and has held it in 3 quarters since. The position peaked at $328K in Q2 2026. 4 funds tracked by Wall St. Rank hold IBMS as of Q3 2026.

VisionPoint Advisory Group held 12,684 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $317K as of Q3 2026.
VisionPoint Advisory Group 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 0.05% of VisionPoint Advisory Group's portfolio in Q3 2026, its #340 holding.
VisionPoint Advisory Group first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q1 2026 and has held it in 3 quarters since.
VisionPoint Advisory Group's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $328K in Q2 2026.
4 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.