Public ownership evidence

iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) Ownership Disclosures

Read IBMS insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares iBonds Dec 2030 Term Muni Bond ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Bullock Wealth Management Group
Report period
2026-06-30
Available
2026-08-20
Reported shares
1,993
Value (USD)
$51,559
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002067581-26-000001
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read IBMS fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read IBMS fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Bullock Wealth Management Group2026-06-302026-08-201,993$51,559None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-201,773,721$45,886,156None
Beacon Pointe Advisors, LLC2026-06-302026-08-1918,742$484,859None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-18175,941$4,556,295None
10Elms LLP2026-06-302026-08-157,820$202,303None
Modern Wealth Management, LLC2026-06-302026-08-1522,125$572,374None
Wick Capital Partners, LLC2026-06-302026-08-1513,258$342,984None
IFG Advisory, LLC2026-06-302026-08-1510,756$278,266None
OSAIC HOLDINGS, INC.2026-06-302026-08-153,859$99,832None
OSAIC HOLDINGS, INC.2026-06-302026-08-15576$14,901None
Godshalk Welsh Capital Management, Inc.2026-06-302026-08-1542,500$1,099,475None
JANE STREET GROUP, LLC2026-06-302026-08-15209,528$5,420,489None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-157,787$201,450None
Financial Engines Advisors L.L.C.2026-06-302026-08-1513,215$341,872None
ROYAL BANK OF CANADA2026-06-302026-08-1522,924$593,000None
ROYAL BANK OF CANADA2026-06-302026-08-1556,860$1,471,000None
CITADEL ADVISORS LLC2026-06-302026-08-157,757$200,674None
COLDSTREAM CAPITAL MANAGEMENT INC2026-06-302026-08-15155,512$4,023,096None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1537,802$977,938None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1518,048$466,902None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1536,077$933,312None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15182,686$4,726,087None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15108,817$2,815,096None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15134,157$3,470,642None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15124,117$3,210,907None
Sanctuary Advisors, LLC2026-06-302026-08-1436,316$939,497None
Quantinno Capital Management LP2026-06-302026-08-147,902$204,425None
UBS Group AG2026-06-302026-08-14103,453$2,676,329None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-143,080$79,680None
Elequin Capital, LP2026-06-302026-08-1430,782$796,330None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-148,514$220,257None
MORGAN STANLEY2026-06-302026-08-1495,919$2,481,425None
Integrated Wealth Concepts LLC2026-06-302026-08-1322,484$581,684None
Cetera Investment Advisers2026-06-302026-08-1339,734$1,027,930None
Focus Partners Wealth2026-06-302026-08-1356,651$1,465,561None
EP Wealth Advisors, LLC2026-06-302026-08-136,924$179,124None
NewEdge Advisors, LLC2026-06-302026-08-13151,475$3,918,659None
Summit Financial, LLC2026-06-302026-08-13111,520$2,885,034None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-1348,557$1,256,177None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-133,394$87,812None
STIFEL FINANCIAL CORP2026-06-302026-08-1328,061$725,938None
SMITH, MOORE & CO.2026-06-302026-08-1320,962$542,281None
US BANCORP \DE\2026-06-302026-08-1368,346$1,768,111None
US BANCORP \DE\2026-06-302026-08-13241,691$6,252,546None
OneAscent Financial Services LLC2026-06-302026-08-1225,313$654,847None
Sound View Wealth Advisors Group, LLC2026-06-302026-08-1241,328$1,069,155None
Tower Research Capital LLC (TRC)2026-06-302026-08-122,710$70,108None
Atlantic Union Bankshares Corp2026-06-302026-08-1263,752$1,649,264None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-121,773,721$45,886,156None
Addison Advisors LLC2026-06-302026-08-114,585$118,614None

90-day public filing window, up to 50 source positions.

Bullock Wealth Management Group ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗10Elms LLP ↗Modern Wealth Management, LLC ↗Wick Capital Partners, LLC ↗IFG Advisory, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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