Avantax Planning Partners’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Avantax Planning Partners’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	$203K	Hold	7,977	–	–	0.01%	442
2026 Q1	$202K	Hold	7,977	–	–	0.01%	422
2025 Q4	$203K	Hold	7,977	–	–	0.01%	427
2025 Q3	$204K	Hold	7,977	–	–	0.01%	418
2025 Q2	$201K	Buy	+7,977	New	+$199K	0.01%	431

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

Avantax Planning Partners's IBMR Position: Q2 2026 in Review

Avantax Planning Partners held its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) position steady in Q2 2026 at 7,977 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #442.

Avantax Planning Partners first reported a position in IBMR in Q2 2025 and has held it in 5 quarters since. The position peaked at $204K in Q3 2025. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

Avantax Planning Partners held 7,977 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $203K as of Q2 2026.
Avantax Planning Partners 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 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #442 holding.
Avantax Planning Partners first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
Avantax Planning Partners's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $204K 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 Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.