ISHARESIBONDDEC2030MUNIBDETF IBMS
$25.89
+0.1% 52w: $24.93 – $26.19
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data24.9325.5626.19
Jun 20, 2025 Jul 2, 2026
Institutional holders
103
+16 QoQ
13F value
$223.5M
+14.8% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns IBMS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 1.8M | $45.3M | 0.1% | -6.4% |
| Clearstead Advisors, LLC | Wealth advisor | 899.2K | $23.2M | 0.2% | +2.5% |
| Kathmere Capital Management, LLC | Wealth advisor | 490.8K | $12.7M | 0.8% | -1.9% |
| HighTower Advisors, LLC | Diversified mechanical | 356.7K | $9.2M | 0.0% | +30.6% |
| US BANCORP \DE\ | Wealth advisor | 305.4K | $7.9M | 0.0% | +13.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 291.1K | $7.5M | 0.0% | +28.3% |
| LBMC INVESTMENT ADVISORS, LLC | Wealth advisor | 269.1K | $7.0M | 0.4% | +30.8% |
| Praetorian Wealth Management, Inc. | Wealth advisor | 214.2K | $5.6M | 1.1% | +29.4% |
| WELLS FARGO & COMPANY/MN | Bank broker | 200.5K | $5.2M | 0.0% | +20.8% |
| COMMUNITY TRUST & INVESTMENT CO ★2 | Fundamental diversified | 183.3K | $4.7M | 0.3% | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 167.1K | $4.3M | 0.0% | New |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 162.8K | $4.2M | 0.0% | +39.5% |
| COLDSTREAM CAPITAL MANAGEMENT INC | Wealth advisor | 148.5K | $3.8M | 0.0% | +5.4% |
| Quantum Financial Advisors, LLC | Wealth advisor | 148.1K | $3.8M | 0.4% | +32.7% |
| CENTRAL TRUST Co | Diversified mechanical | 143.9K | $3.7M | 0.1% | +8.4% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Wealth advisor | 140.7K | $3.6M | 0.1% | +35.2% |
| Lido Advisors, LLC | Wealth advisor | 124.6K | $3.2M | 0.0% | New |
| NewEdge Advisors, LLC | Diversified mechanical | 120.1K | $3.1M | 0.0% | -5.6% |
| Cypress Point Wealth Management, LLC | Wealth advisor | 115.0K | $3.0M | 0.6% | Held |
| MOSELEY INVESTMENT MANAGEMENT INC | Other | 114.6K | $3.0M | 0.9% | -4.6% |
| MORGAN STANLEY | Bank broker | 108.3K | $2.8M | 0.0% | +34.3% |
| Summit Financial, LLC | Wealth advisor | 106.7K | $2.8M | 0.0% | -14.8% |
| LPL Financial LLC | Bank broker | 85.0K | $2.2M | 0.0% | +111.7% |
| ASSETMARK, INC | Wealth advisor | 79.1K | $2.0M | 0.0% | +45.7% |
| ROYAL BANK OF CANADA | Bank broker | 74.5K | $1.9M | 0.0% | +19.7% |
| Ellis Investment Partners, LLC | Wealth advisor | 70.8K | $1.8M | 0.3% | +3.5% |
| Kestra Advisory Services, LLC | Wealth advisor | 70.2K | $1.8M | 0.0% | +17.7% |
| JANE STREET GROUP, LLC | Market maker | 65.8K | $1.7M | 0.0% | -64.4% |
| Atlantic Union Bankshares Corp | Other | 63.4K | $1.6M | 0.0% | +1.5% |
| UBS Group AG | Bank broker | 60.8K | $1.6M | 0.0% | +52.9% |
| NESTEGG ADVISORS, INC. | Wealth advisor | 59.8K | $1.5M | 1.4% | -24.5% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | Other | 59.5K | $1.5M | 0.7% | +124.8% |
| FLOW TRADERS U.S. LLC | Market maker | 55.4K | $1.4M | 0.0% | New |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 54.3K | $1.4M | 0.0% | +10.7% |
| Argo Wealth Advisory, LLC | Wealth advisor | 50.0K | $1.3M | 0.8% | -0.1% |
| SENTINEL PENSION ADVISORS, LLC | Wealth advisor | 47.4K | $1.2M | 0.2% | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 46.3K | $1.2M | 0.0% | +136.8% |
| GC Wealth Management RIA, LLC | Other | 44.1K | $1.1M | 0.0% | +6.5% |
| Aspen Wealth Management LLC | Wealth advisor | 42.4K | $1.1M | 0.2% | Held |
| Focus Partners Wealth | Wealth advisor | 42.2K | $1.1M | 0.0% | +31.0% |
| Sound View Wealth Advisors Group, LLC | Other | 40.9K | $1.1M | 0.1% | +6.8% |
| Cetera Investment Advisers | Wealth advisor | 39.5K | $1.0M | 0.0% | +7.6% |
| Brookstone Capital Management | Wealth advisor | 36.7K | $947K | 0.0% | +16.2% |
| PFG Private Wealth Management, LLC | Wealth advisor | 36.2K | $936K | 0.4% | +80.1% |
| Sanctuary Advisors, LLC | Wealth advisor | 36.2K | $934K | 0.0% | +0.3% |
| Newman Dignan & Sheerar, Inc. | Wealth advisor | 35.9K | $926K | 0.2% | 0.0% |
| Capital Investment Advisors, LLC | Wealth advisor | 33.0K | $852K | 0.0% | -8.9% |
| Godshalk Welsh Capital Management, Inc. | Other | 32.0K | $827K | 0.5% | +13.9% |
| SPINNAKER TRUST | Wealth advisor | 31.5K | $814K | 0.0% | +36.0% |
| Valmark Advisers, Inc. | Wealth advisor | 29.6K | $763K | 0.0% | +8.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.