Archford Capital Strategies’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Archford Capital Strategies’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	$264K	Sell	10,407 -2,966	-22%	-$75.2K	0.03%	316
2026 Q1	$339K	Buy	13,373 +583	+5%	+$14.9K	0.04%	270
2025 Q4	$325K	Sell	12,790 -970	-7%	-$24.7K	0.04%	267
2025 Q3	$351K	Buy	13,760 +889	+7%	+$22.6K	0.04%	255
2025 Q2	$325K	Buy	12,871 +600	+5%	+$15K	0.04%	262
2025 Q1	$307K	Buy	+12,271	New	+$308K	0.05%	244
2024 Q3	–	Sell	-8,580	Closed	-$213K	–	260
2024 Q2	$213K	Buy	+8,580	New	+$214K	0.03%	241

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

Archford Capital Strategies's IBMR Position: Q2 2026 in Review

Archford Capital Strategies reduced its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 22% in Q2 2026, selling an estimated $75.2K and leaving 10,407 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #316.

Archford Capital Strategies first reported a position in IBMR in Q2 2024 and has held it in 7 quarters since. The position peaked at $351K in Q3 2025. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

Archford Capital Strategies held 10,407 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $264K as of Q2 2026.
Archford Capital Strategies sold 2,966 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $75.2K.
iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.03% of Archford Capital Strategies's portfolio in Q2 2026, its #316 holding.
Archford Capital Strategies first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q2 2024 and has held it in 7 quarters since.
Archford Capital Strategies's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $351K 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 Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.