IBMS — Ishares Ibonds Dec 2030 Term Muni Bond ETF Institutional Holders · Q3 2026
Who owns Ishares Ibonds Dec 2030 Term Muni Bond ETF (IBMS)? 4 institutions reported holding $554,253 in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Balefire, LLC ($317,100), Farther Finance Advisors, LLC ($147,580), Bullock Wealth Management Group ($50,298).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Balefire, LLC | $317,100 | 12,684 | Hold |
| 2 | Farther Finance Advisors, LLC | $147,580 | 5,903 | New |
| 3 | Bullock Wealth Management Group | $50,298 | 2,005 | Added |
| 4 | Sarver Vrooman Wealth Advisors | $39,275 | 1,571 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30