IBMS — ISHARESIBONDDEC2030MUNIBDETF
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.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| 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)
| Fund | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 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 | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details