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Avidian Wealth Enterprises’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$226K Buy
+9,960
New +$251K 0.01% 690

Other funds holding IBMR

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $489M AUM 14.91% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Avidian Wealth Enterprises's IBMR Position: Q3 2026 in Review

Avidian Wealth Enterprises opened a new position in iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) in Q3 2026: 9,960 shares worth $226K. The stake represents 0.01% of the portfolio and ranks #690 among its holdings.

9 funds tracked by Wall St. Rank hold IBMR as of Q3 2026.

  • Avidian Wealth Enterprises held 9,960 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $226K as of Q3 2026.
  • iShares iBonds Dec 2029 Term Muni Bond ETF was a new Avidian Wealth Enterprises position in Q3 2026.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #690 holding.
  • 9 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.