Woodmont Investment Counsel’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Woodmont Investment Counsel’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 Q2	$247K	Sell	9,546 -3,721	-28%	-$96.3K	0.01%	262
2026 Q1	$343K	Hold	13,267	–	–	0.02%	219
2025 Q4	$346K	Buy	13,267 +2,112	+19%	+$54.9K	0.02%	213
2025 Q3	$291K	Buy	+11,155	New	+$289K	0.02%	226

Other funds holding IBMS

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

CPWM

Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BSAM

Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return

Woodmont Investment Counsel's IBMS Position: Q2 2026 in Review

Woodmont Investment Counsel reduced its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 28% in Q2 2026, selling an estimated $96.3K and leaving 9,546 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #262.

Woodmont Investment Counsel first reported a position in IBMS in Q3 2025 and has held it in 4 quarters since. The position peaked at $346K in Q4 2025. 51 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

Woodmont Investment Counsel held 9,546 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $247K as of Q2 2026.
Woodmont Investment Counsel sold 3,721 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $96.3K.
iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.01% of Woodmont Investment Counsel's portfolio in Q2 2026, its #262 holding.
Woodmont Investment Counsel first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
Woodmont Investment Counsel's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $346K in Q4 2025.
51 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.