American Capital Advisory’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

American Capital Advisory’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	$56.3K	Hold	2,219	–	–	0.02%	210
2026 Q1	$56.3K	Hold	2,219	–	–	0.02%	194
2025 Q4	$56.4K	Hold	2,219	–	–	0.02%	191
2025 Q3	$56.7K	Hold	2,219	–	–	0.03%	181
2025 Q2	$56K	Hold	2,219	–	–	0.03%	175
2025 Q1	$55.6K	Hold	2,219	–	–	0.03%	170
2024 Q4	$55.4K	Hold	2,219	–	–	0.03%	171
2024 Q3	$56.6K	Buy	+2,219	New	+$55.9K	0.03%	168

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

American Capital Advisory's IBMR Position: Q2 2026 in Review

American Capital Advisory held its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) position steady in Q2 2026 at 2,219 shares worth $56.3K. The position accounts for 0.02% of the portfolio, ranked #210.

American Capital Advisory first reported a position in IBMR in Q3 2024 and has held it in 8 quarters since. The position peaked at $56.7K in Q3 2025. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

American Capital Advisory held 2,219 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $56.3K as of Q2 2026.
American Capital Advisory left its iShares iBonds Dec 2029 Term Muni Bond ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.02% of American Capital Advisory's portfolio in Q2 2026, its #210 holding.
American Capital Advisory first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q3 2024 and has held it in 8 quarters since.
American Capital Advisory's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $56.7K in Q3 2025.
144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.