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Beacon Pointe Advisors’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Beacon Pointe Advisors’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 		$1.1M Buy
43,157
+428
+1% +$10.8K 0.01% 999
2026
Q1 		$1.08M Buy
42,729
+13,720
+47% +$351K 0.01% 965
2025
Q4 		$738K Sell
29,009
-1,832
-6% -$46.6K 0.01% 932
2025
Q3 		$787K Buy
30,841
+14,008
+83% +$356K 0.01% 850
2025
Q2 		$425K Buy
16,833
+91
+0.5% +$2.27K ﹤0.01% 931
2025
Q1 		$419K Buy
16,742
+5,039
+43% +$126K ﹤0.01% 901
2024
Q4 		$292K Buy
+11,703
New +$295K ﹤0.01% 1020

Other funds holding IBMR

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
P
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
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Beacon Pointe Advisors's IBMR Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 1% in Q2 2026, buying an estimated $10.8K and bringing the position to 43,157 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #999.

Beacon Pointe Advisors 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.

  • Beacon Pointe Advisors held 43,157 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $1.1M as of Q2 2026.
  • Beacon Pointe Advisors bought 428 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $10.8K.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #999 holding.
  • Beacon Pointe Advisors 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 Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.