IBMS β€” ISHARES IBONDS DEC 2030 MUNIBOND ETF

Ownership history in ADIRONDACK TRUST CO  Β·  1 quarter on record

AI Ownership Summary

ADIRONDACK TRUST CO reported ISHARES IBONDS DEC 2030 MUNIBOND ETF (IBMS) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows IBMS at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IBMS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ADIRONDACK TRUST CO's position in ISHARES IBONDS DEC 2030 MUNIBOND ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IBMS was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ADIRONDACK TRUST CO held IBMS β€” position size vs. price
% of Fund (quarterly)    IBMS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED 1,335 β€” β€” 0.01% $34K 2026-05-15 (Est.) $25.84

🏒 Other funds also holding IBMS

As of 2026 Q1 β€” sorted by position size

Aspen Wealth Management LLC 3Y 0.22% Signature Wealth Management Group 3Y 7Y 0.14%

FAQ About ADIRONDACK TRUST CO and IBMS

These are the practical questions this page is built to answer before you even open the full history table.

How long has ADIRONDACK TRUST CO reported owning IBMS?

ADIRONDACK TRUST CO reported IBMS across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported IBMS position in ADIRONDACK TRUST CO's portfolio?

The largest reported portfolio weight for IBMS was 0.01% in 2026 Q1.

What is the latest reported IBMS position on this page?

The most recent filing on this page is 2026 Q1, when ADIRONDACK TRUST CO reported 1,335 shares, equal to 0.01% of portfolio, with an estimated market value of $34K.

What does the chart on this IBMS ownership page compare?

The chart compares ADIRONDACK TRUST CO's quarterly IBMS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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