Bank of America
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Bank of America’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Bank of America’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
Q1 		$39M Buy
1,537,562
+189,258
+14% +$4.84M ﹤0.01% 1799
2025
Q4 		$34.3M Buy
1,348,304
+776,430
+136% +$19.7M ﹤0.01% 1839
2025
Q3 		$14.6M Buy
571,874
+57,170
+11% +$1.45M ﹤0.01% 2913
2025
Q2 		$13M Buy
514,704
+124,995
+32% +$3.12M ﹤0.01% 2976
2025
Q1 		$9.76M Buy
389,709
+205,459
+112% +$5.15M ﹤0.01% 3152
2024
Q4 		$4.6M Sell
184,250
-13,553
-7% -$341K ﹤0.01% 3677
2024
Q3 		$5.04M Buy
197,803
+165,278
+508% +$4.17M ﹤0.01% 3723
2024
Q2 		$809K Buy
32,525
+8,565
+36% +$213K ﹤0.01% 5028
2024
Q1 		$605K Buy
23,960
+10,247
+75% +$260K ﹤0.01% 5236
2023
Q4 		$351K Buy
+13,713
New +$336K ﹤0.01% 5746

Other funds holding IBMR

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CIA
Covington Investment Advisors Ligonier, Pennsylvania $680M AUM 28.91% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Bank of America's IBMR Position: Q1 2026 in Review

Bank of America increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 14% in Q1 2026, buying an estimated $4.84M and bringing the position to 1,537,562 shares worth $39M. The position accounts for ﹤0.01% of the portfolio, ranked #1799.

Bank of America first reported a position in IBMR in Q4 2023 and has held it in 10 quarters since. 129 funds tracked by Wall St. Rank hold IBMR as of Q1 2026.

  • Bank of America held 1,537,562 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $39M as of Q1 2026.
  • Bank of America bought 189,258 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q1 2026, an estimated $4.84M.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #1799 holding.
  • Bank of America first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 129 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.