WealthBridge Capital Management’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

WealthBridge Capital Management’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	$212K	Sell	8,482 -136	-2%	-$3.48K	0.04%	237
2026 Q2	$223K	Buy	8,618 +604	+8%	+$15.6K	0.04%	223
2026 Q1	$207K	Buy	+8,014	New	+$210K	0.05%	213

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

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

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

WealthBridge Capital Management's IBMS Position: Q3 2026 in Review

WealthBridge Capital Management reduced its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 1.6% in Q3 2026, selling an estimated $3.48K and leaving 8,482 shares worth $212K. The position accounts for 0.04% of the portfolio, ranked #237.

WealthBridge Capital Management first reported a position in IBMS in Q1 2026 and has held it in 3 quarters since. The position peaked at $223K in Q2 2026. 37 funds tracked by Wall St. Rank hold IBMS as of Q3 2026.

WealthBridge Capital Management held 8,482 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $212K as of Q3 2026.
WealthBridge Capital Management sold 136 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q3 2026, an estimated $3.48K.
iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.04% of WealthBridge Capital Management's portfolio in Q3 2026, its #237 holding.
WealthBridge Capital Management first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q1 2026 and has held it in 3 quarters since.
WealthBridge Capital Management's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $223K in Q2 2026.
37 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q3 2026.

Based on WealthBridge Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.