WCM
IBMS

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
Q1 		$207K Buy
+8,014
New +$210K 0.05% 213

Other funds holding IBMS

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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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

WealthBridge Capital Management's IBMS Position: Q1 2026 in Review

WealthBridge Capital Management opened a new position in iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) in Q1 2026: 8,014 shares worth $207K. The stake represents 0.05% of the portfolio and ranks #213 among its holdings.

103 funds tracked by Wall St. Rank hold IBMS as of Q1 2026.

  • WealthBridge Capital Management held 8,014 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $207K as of Q1 2026.
  • iShares iBonds Dec 2030 Term Muni Bond ETF was a new WealthBridge Capital Management position in Q1 2026.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.05% of WealthBridge Capital Management's portfolio in Q1 2026, its #213 holding.
  • 103 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.