AF
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Allworth Financial’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Allworth Financial’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 		$21K Buy
+829
New +$21.2K ﹤0.01% 2958
2025
Q4 		– Sell
-829
Closed -$21.2K – 5150
2025
Q3 		$21.2K Hold
829
– – ﹤0.01% 2669
2025
Q2 		$20.9K Hold
829
– – ﹤0.01% 2483
2025
Q1 		$20.6K Hold
829
– – ﹤0.01% 2067
2024
Q4 		$20.7K Hold
829
– – ﹤0.01% 2068
2024
Q3 		$21.1K Hold
829
– – ﹤0.01% 1876
2024
Q2 		$20.7K Hold
829
– – ﹤0.01% 1859
2024
Q1 		$20.9K Hold
829
– – ﹤0.01% 1749
2023
Q4 		$21.2K Buy
+829
New +$20.3K ﹤0.01% 1618

Other funds holding IBMR

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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