AssetMark Inc’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

AssetMark Inc’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	$3.38M	Buy	133,266 +44,046	+49%	+$1.12M	0.01%	834
2026 Q1	$2.26M	Buy	89,220 +22,881	+34%	+$585K	﹤0.01%	859
2025 Q4	$1.69M	Buy	66,339 +20,749	+46%	+$527K	﹤0.01%	892
2025 Q3	$1.16M	Buy	45,590 +18,252	+67%	+$464K	﹤0.01%	941
2025 Q2	$690K	Buy	27,338 +17,671	+183%	+$441K	﹤0.01%	991
2025 Q1	$242K	Buy	9,667 +7,756	+406%	+$195K	﹤0.01%	1099
2024 Q4	$47.7K	Buy	+1,911	New	+$48.1K	﹤0.01%	1434

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

AssetMark Inc's IBMR Position: Q2 2026 in Review

AssetMark Inc increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 49% in Q2 2026, buying an estimated $1.12M and bringing the position to 133,266 shares worth $3.38M. The position accounts for 0.01% of the portfolio, ranked #834.

AssetMark Inc first reported a position in IBMR in Q4 2024 and has held it in 7 quarters since. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

AssetMark Inc held 133,266 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $3.38M as of Q2 2026.
AssetMark Inc bought 44,046 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $1.12M.
iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.01% of AssetMark Inc's portfolio in Q2 2026, its #834 holding.
AssetMark Inc first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.