Wells Fargo
IBMS

Wells Fargo’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Wells Fargo’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 		$5.18M Buy
200,516
+34,579
+21% +$905K ﹤0.01% 2566
2025
Q4 		$4.32M Buy
+165,937
New +$4.32M ﹤0.01% 2812

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
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
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

Wells Fargo's IBMS Position: Q1 2026 in Review

Wells Fargo increased its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 21% in Q1 2026, buying an estimated $905K and bringing the position to 200,516 shares worth $5.18M. The position accounts for ﹤0.01% of the portfolio, ranked #2566.

Wells Fargo first reported a position in IBMS in Q4 2025 and has held it in 2 quarters since. 103 funds tracked by Wall St. Rank hold IBMS as of Q1 2026.

  • Wells Fargo held 200,516 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $5.18M as of Q1 2026.
  • Wells Fargo bought 34,579 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q1 2026, an estimated $905K.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #2566 holding.
  • Wells Fargo first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 103 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.