ISHARESIBONDDEC2030MUNIBDETFIBMSETF

13F holders, Q4 2024 (December 31)
29holders +18
18new positions
2sold out
$25.38avg. 13F price*

At the end of Q4 2024, 29 institutions reported holding ISHARESIBONDDEC2030MUNIBDETF (IBMS) in their 13F filings, up 18 from Q3 2024. 18 opened new positions and 2 sold out. The largest holders were Coldstream Capital Management Inc. ($2.4M), Envestnet Asset Management Inc. ($1.9M) and Nestegg Advisors, Inc. ($1.9M).

Company
ISHARESIBONDDEC2030MUNIBDETF
CUSIP
46438G687
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q2 2024: 2Q2 2024Q3 2024: 11Q3 2024Q4 2024: 29Q4 2024Q1 2025: 43Q1 2025Q2 2025: 59Q2 2025Q3 2025: 70Q3 2025Q4 2025: 88Q4 2025Q1 2026: 104Q1 2026Q2 2026: 115Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions18$9.4M
Exits2$1.2M

All 13F filers, Q3 2024 → Q4 2024: 543,127 shares bought and 74,713 shares sold, net +468,414 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 29 holders
Coldstream Capital Management Inc. 0.05% Add +899.8% 93,543 $2.4M
Envestnet Asset Management Inc. 0.00% Add +133.2% 76,724 $1.9M
Nestegg Advisors, Inc. 1.93% — 74,539 $1.9M
Praetorian Wealth Management, Inc. 0.45% New 73,528 $1.9M
CENTRAL TRUST Co 0.04% New 60,328 $1.5M
US Bancorp \de 0.00% New 45,019 $1.1M
Moseley Investment Management Inc. 0.43% Reduce -38.4% 43,836 $1.1M
Sandy Spring Bank 0.04% Add +80.5% 43,029 $1.1M
Cliftonlarsonallen Wealth Advisors, LLC 0.02% Add +92.0% 38,063 $965K
HighTower Advisors, LLC 0.00% New 30,302 $769K
GC Wealth Management RIA, LLC 0.13% New 29,234 $742K
Valmark Advisers, Inc. 0.01% New 21,177 $537K
Sound View Wealth Advisors Group, LLC 0.04% New 20,645 $524K
Capital Investment Advisors, LLC 0.01% New 19,765 $501K
Wrapmanager Inc. 0.10% New 14,947 $379K
Signature Wealth Management Group 0.12% New 12,143 $308K
Cetera Investment Advisers 0.00% New 11,598 $294K
Commonwealth Equity Services, LLC 0.00% New 11,443 $290K
Osaic Holdings, Inc. 0.00% Add +235.1% 9,878 $251K
Segment Wealth Management, LLC 0.02% New 9,490 $241K
OneAscent Financial Services LLC 0.02% New 9,168 $233K
Paradigm, Strategies in Wealth Management, LLC 0.15% No change 8,749 $222K
10Elms LLP 0.13% — 4,120 $105K
Parallel Advisors, LLC 0.00% Add +14.4% 2,467 $63K
Royal Bank of Canada 0.00% New 1,000 $25K
Addison Advisors LLC 0.00% New 605 $15K
BlackRock, Inc. 0.00% No change 63 $2K
Kestra Investment Management, LLC 0.00% New 28 $713
Principal Securities, Inc. 0.00% New 19 $482

"% of holder's portfolio" is IBMS's weight in each manager's 13F, not the share of ISHARESIBONDDEC2030MUNIBDETF the manager owns.