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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
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
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
CIA
Covington Investment Advisors Ligonier, Pennsylvania $680M AUM 28.91% 1-Year Est. Return