Blue Square Asset Management’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Blue Square Asset Management’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	$1.6M	Sell	62,894 -293	-0.5%	-$7.43K	0.65%	32
2026 Q1	$1.6M	Buy	63,187 +32,675	+107%	+$835K	0.76%	32
2025 Q4	$776K	Buy	30,512 +1,905	+7%	+$48.4K	0.34%	40
2025 Q3	$730K	Sell	28,607 -689	-2%	-$17.5K	0.32%	43
2025 Q2	$739K	Sell	29,296 -913	-3%	-$22.8K	0.35%	46
2025 Q1	$756K	Sell	30,209 -35	-0.1%	-$878	0.41%	43
2024 Q4	$755K	Buy	+30,244	New	+$761K	0.38%	49

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

Blue Square Asset Management's IBMR Position: Q2 2026 in Review

Blue Square Asset Management reduced its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 0.46% in Q2 2026, selling an estimated $7.43K and leaving 62,894 shares worth $1.6M. The position accounts for 0.65% of the portfolio, ranked #32.

Blue Square Asset Management first reported a position in IBMR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.6M in Q1 2026. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

Blue Square Asset Management held 62,894 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $1.6M as of Q2 2026.
Blue Square Asset Management sold 293 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $7.43K.
iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.65% of Blue Square Asset Management's portfolio in Q2 2026, its #32 holding.
Blue Square Asset Management first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Blue Square Asset Management's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $1.6M in Q1 2026.
144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on Blue Square Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.