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

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return