ISHARESIBONDDEC2030MUNIBDETFIBMSETF
13F holders, Q1 2025 (March 31)43holders +14
15new positions
1sold out
$25.40avg. 13F price*
At the end of Q1 2025, 43 institutions reported holding ISHARESIBONDDEC2030MUNIBDETF (IBMS) in their 13F filings, up 14 from Q4 2024. 15 opened new positions and 1 sold out. The largest holders were US Bancorp \de ($2.9M), Coldstream Capital Management Inc. ($2.6M) and Nestegg Advisors, Inc. ($2.5M).
- Company
- ISHARESIBONDDEC2030MUNIBDETF
- CUSIP
- 46438G687
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $8.8M |
| Exits | 1 | $713 |
All 13F filers, Q4 2024 → Q1 2025: 603,750 shares bought and 74,093 shares sold, net +529,657 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 43 holders
| US Bancorp \de | 0.00% | Add +157.3% | 115,823 | $2.9M |
| Coldstream Capital Management Inc. | 0.06% | Add +9.9% | 102,821 | $2.6M |
| Nestegg Advisors, Inc. | 2.69% | Add +33.5% | 99,471 | $2.5M |
| Praetorian Wealth Management, Inc. | 0.60% | Add +32.7% | 97,572 | $2.5M |
| CENTRAL TRUST Co | 0.05% | Add +34.0% | 80,861 | $2.1M |
| Quantum Financial Advisors, LLC | 0.28% | New | 74,032 | $1.9M |
| Moseley Investment Management Inc. | 0.71% | Add +63.9% | 71,836 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Add +126.4% | 68,599 | $1.7M |
| Raymond James Financial Inc. | 0.00% | New | 56,972 | $1.4M |
| Sandy Spring Bank | 0.06% | Add +20.3% | 51,760 | $1.3M |
| Jane Street Group, LLC | 0.00% | New | 47,414 | $1.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Add +16.2% | 44,218 | $1.1M |
| Bank of America Corp. | 0.00% | New | 36,163 | $919K |
| GC Wealth Management RIA, LLC | 0.14% | Add +4.0% | 30,395 | $772K |
| Sound View Wealth Advisors Group, LLC | 0.06% | Add +31.8% | 27,211 | $691K |
| Capital Investment Advisors, LLC | 0.01% | Add +27.1% | 25,122 | $638K |
| PFG Private Wealth Management, LLC | 0.32% | New | 23,014 | $585K |
| Valmark Advisers, Inc. | 0.01% | Add +1.9% | 21,582 | $548K |
| Cetera Investment Advisers | 0.00% | Add +84.2% | 21,363 | $543K |
| LBMC Investment Advisors, LLC | 0.04% | New | 18,680 | $474K |
| Kestra Advisory Services, LLC | 0.00% | New | 14,581 | $370K |
| Wrapmanager Inc. | 0.10% | Reduce -3.1% | 14,490 | $368K |
| Commonwealth Equity Services, LLC | 0.00% | Add +17.5% | 13,443 | $341K |
| Signature Wealth Management Group | 0.13% | Add +8.0% | 13,117 | $333K |
| Flow Traders U.S. LLC | 0.01% | New | 12,881 | $327K |
| Clearstead Advisors, LLC | 0.00% | New | 12,407 | $315K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -84.2% | 12,156 | $309K |
| LPL Financial LLC | 0.00% | New | 11,801 | $300K |
| Paradigm, Strategies in Wealth Management, LLC | 0.17% | Add +11.6% | 9,766 | $248K |
| Segment Wealth Management, LLC | 0.02% | No change | 9,490 | $241K |
| OneAscent Financial Services LLC | 0.02% | Add +2.7% | 9,416 | $240K |
| Stratos Wealth Advisors, LLC | 0.01% | New | 9,384 | $238K |
| Crews Bank & Trust | 0.04% | New | 8,560 | $217K |
| Archford Capital Strategies, LLC | 0.03% | New | 8,055 | $205K |
| United Capital Financial Advisors, LLC | 0.00% | New | 7,961 | $202K |
| 10Elms LLP | 0.12% | No change | 4,120 | $105K |
| IFP Advisors, Inc | 0.00% | New | 3,278 | $83K |
| Parallel Advisors, LLC | 0.00% | Reduce -6.6% | 2,305 | $59K |
| Royal Bank of Canada | 0.00% | Add +30.0% | 1,300 | $33K |
| Osaic Holdings, Inc. | 0.00% | Reduce -89.9% | 1,000 | $25K |
| Addison Advisors LLC | 0.00% | No change | 605 | $15K |
| BlackRock, Inc. | 0.00% | No change | 63 | $2K |
| Principal Securities, Inc. | 0.00% | No change | 19 | $482 |
"% of holder's portfolio" is IBMS's weight in each manager's 13F, not the share of ISHARESIBONDDEC2030MUNIBDETF the manager owns.