Addison Advisors’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Addison Advisors’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	$86.2K	Buy	3,395 +2,390	+238%	+$60.6K	0.04%	204
2026 Q1	$25.5K	Hold	1,005	–	–	0.01%	520
2025 Q4	$25.6K	Hold	1,005	–	–	0.01%	510
2025 Q3	$25.7K	Hold	1,005	–	–	0.01%	511
2025 Q2	$25.4K	Buy	1,005 +825	+458%	+$20.6K	0.01%	507
2025 Q1	$4.51K	Hold	180	–	–	﹤0.01%	684
2024 Q4	$4.5K	Buy	+180	New	+$4.53K	﹤0.01%	687
2024 Q2	–	Sell	-205	Closed	-$5.18K	–	784
2024 Q1	$5.18K	Sell	205 -50	-20%	-$1.27K	﹤0.01%	566
2023 Q4	$6.53K	Buy	255 +50	+24%	+$1.23K	﹤0.01%	557
2023 Q3	$4.89K	Buy	+205	New	+$5.04K	﹤0.01%	544

Other funds holding IBMR

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Addison Advisors's IBMR Position: Q2 2026 in Review

Addison Advisors increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 238% in Q2 2026, buying an estimated $60.6K and bringing the position to 3,395 shares worth $86.2K. The position accounts for 0.04% of the portfolio, ranked #204.

Addison Advisors first reported a position in IBMR in Q3 2023 and has held it in 10 quarters since. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

Addison Advisors held 3,395 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $86.2K as of Q2 2026.
Addison Advisors bought 2,390 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $60.6K.
iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.04% of Addison Advisors's portfolio in Q2 2026, its #204 holding.
Addison Advisors first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q3 2023 and has held it in 10 quarters since.
144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.