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 Q2	–	Sell	-829	Closed	-$21K	–	5278
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

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

Allworth Financial's IBMR Position: Q2 2026 in Review

Allworth Financial sold out of iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) in Q2 2026, closing a stake of 829 shares — an estimated $21K sold.

Allworth Financial first reported a position in IBMR in Q4 2023 and held it in 9 quarters. The position peaked at $21.2K in Q4 2023. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

Allworth Financial reported no remaining iShares iBonds Dec 2029 Term Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
Allworth Financial sold 829 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $21K.
Allworth Financial first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2023 and held it in 9 quarters.
Allworth Financial's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $21.2K in Q4 2023.
144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.