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IBMS — ISHARESIBONDDEC2030MUNIBDETF

Reported value held$22.23M
Funds holding (latest)8
Sector—
Funds holding (Q2 2026)6
Institutional value$20.52M · 793.13K sh
New / Add / Cut / Exit0 / 3 / 2 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +17.7% (+119.38K sh)
Institutional value change Up +17.9%

As of Q2 2026, 6 SEC-registered investment managers reported holding IBMS (ISHARESIBONDDEC2030MUNIBDETF) in their latest 13F filings, with a combined reported value of $20.52M across 793.13K shares. That is +17.7% by share count (+119.38K shares) versus the previous quarter, while reported value moved +17.9%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 3 added to existing stakes, 2 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Bank of America Corp history Q2 2026 367.09K $9.50M 0.00% Add
Wells Fargo & Co history Q2 2026 218.76K $5.66M 0.00% Add
UBS Group AG history Q2 2026 103.45K $2.68M 0.00% Add
Morgan Stanley history Q2 2026 95.92K $2.48M 0.00% Reduce
Goldman Sachs Group history Q4 2025 43.74K $1.14M 0.00% New
JPMorgan Chase & Co history Q2 2025 22.32K $572.71K 0.00% New
Citadel Advisors history Q2 2026 7.76K $200.67K 0.00% Reduce
BlackRock Inc history Q2 2026 151 $3.91K 0.00% Hold

New Positions (Q2 2026)

No fund opened a new position this quarter.

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 8 funds)

FundQ3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Bank of America Corp — — 36.16K 50.96K 81.19K 226.89K 291.09K 367.09K
Wells Fargo & Co — — — — — 165.94K 200.52K 218.76K
UBS Group AG — — — — 11.28K 39.75K 60.77K 103.45K
Morgan Stanley — — — — — 80.64K 108.34K 95.92K
Citadel Advisors — — — — — — 12.90K 7.76K
BlackRock Inc 63 63 63 64 64 64 151 151
Goldman Sachs Group — — — — — 43.74K — —
JPMorgan Chase & Co — — — 22.32K — — — —

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