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10Elms LLP’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

10Elms LLP’s Portfolio IBMR Stock Details IBMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$878K Buy
34,600
+8,600
+33% +$218K 0.37% 47
2026
Q1 		$659K Buy
26,000
+5,600
+27% +$143K 0.42% 47
2025
Q4 		$519K Hold
20,400
– – 0.48% 43
2025
Q3 		$521K Buy
20,400
+700
+4% +$17.8K 0.47% 45
2025
Q2 		$497K Buy
19,700
+350
+2% +$8.73K 0.47% 41
2025
Q1 		$485K Buy
19,350
+3,150
+19% +$79K 0.49% 44
2024
Q4 		$405K Buy
+16,200
New +$408K 0.42% 47

Other funds holding IBMR

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

10Elms LLP's IBMR Position: Q2 2026 in Review

10Elms LLP increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 33% in Q2 2026, buying an estimated $218K and bringing the position to 34,600 shares worth $878K. The position accounts for 0.37% of the portfolio, ranked #47.

10Elms LLP first reported a position in IBMR in Q4 2024 and has held it in 7 quarters since. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

  • 10Elms LLP held 34,600 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $878K as of Q2 2026.
  • 10Elms LLP bought 8,600 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $218K.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.37% of 10Elms LLP's portfolio in Q2 2026, its #47 holding.
  • 10Elms LLP first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on 10Elms LLP's 13F filing for Q2 2026, filed 14 Aug 2026.