WI
IBMS

WrapManager Inc’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

WrapManager Inc’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
2025
Q3 		– Sell
-13,854
Closed -$355K – 218
2025
Q2 		$355K Sell
13,854
-636
-4% -$16.1K 0.09% 140
2025
Q1 		$368K Sell
14,490
-457
-3% -$11.7K 0.1% 136
2024
Q4 		$379K Buy
+14,947
New +$382K 0.1% 136

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
VBFG
Vishria Bird Financial Group Memphis, Tennessee $510M AUM 12.05% 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
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
NA
Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return
MIM
Moseley Investment Management Bradenton, Florida $314M AUM 22.17% 1-Year Est. Return

WrapManager Inc's IBMS Position: Q3 2025 in Review

WrapManager Inc sold out of iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) in Q3 2025, closing a stake of 13,854 shares — an estimated $355K sold.

WrapManager Inc first reported a position in IBMS in Q4 2024 and held it in 3 quarters. The position peaked at $379K in Q4 2024. 69 funds tracked by Wall St. Rank hold IBMS as of Q3 2025.

  • WrapManager Inc reported no remaining iShares iBonds Dec 2030 Term Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • WrapManager Inc sold 13,854 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q3 2025, an estimated $355K.
  • WrapManager Inc first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q4 2024 and held it in 3 quarters.
  • WrapManager Inc's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $379K in Q4 2024.
  • 69 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q3 2025.

Based on WrapManager Inc's 13F filing for Q3 2025, filed 10 Nov 2025.