BlackRock
IBMR icon

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

BlackRock’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 		$3.83K Hold
151
– – ﹤0.01% 5476
2025
Q4 		$3.84K Hold
151
– – ﹤0.01% 5364
2025
Q3 		$3.85K Hold
151
– – ﹤0.01% 5281
2025
Q2 		$3.81K Buy
151
+3
+2% +$75 ﹤0.01% 5282
2025
Q1 		$3.71K Hold
148
– – ﹤0.01% 5267
2024
Q4 		$3.7K Buy
148
+86
+139% +$2.16K ﹤0.01% 5248
2024
Q3 		$1.58K Hold
62
– – ﹤0.01% 5117
2024
Q2 		$1.54K Hold
62
– – ﹤0.01% 5191
2024
Q1 		$1.56K Hold
62
– – ﹤0.01% 5189
2023
Q4 		$1.59K Hold
62
– – ﹤0.01% 5248
2023
Q3 		$1.48K Sell
62
-10,000
-99% -$246K ﹤0.01% 5310
2023
Q2 		$250K Buy
+10,062
New +$249K ﹤0.01% 4676

Other funds holding IBMR

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B 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 $501B 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 $25.5B AUM 19.2% 1-Year Est. Return
CIA
Covington Investment Advisors Ligonier, Pennsylvania $680M AUM 28.91% 1-Year Est. Return