Brookstone Capital Management’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Brookstone Capital 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 Q3	$1.53M	Buy	61,983 +3,893	+7%	+$98K	0.02%	572
2026 Q2	$1.47M	Buy	58,090 +20,005	+53%	+$507K	0.01%	587
2026 Q1	$965K	Buy	38,085 +5,163	+16%	+$132K	0.01%	655
2025 Q4	$837K	Buy	32,922 +8,926	+37%	+$227K	0.01%	676
2025 Q3	$613K	Buy	23,996 +12,655	+112%	+$322K	0.01%	755
2025 Q2	$286K	Buy	11,341 +2,115	+23%	+$52.8K	﹤0.01%	913
2025 Q1	$231K	Buy	+9,226	New	+$231K	﹤0.01%	947

Other funds holding IBMR

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Brookstone Capital Management's IBMR Position: Q3 2026 in Review

Brookstone Capital Management increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 6.7% in Q3 2026, buying an estimated $98K and bringing the position to 61,983 shares worth $1.53M. The position accounts for 0.02% of the portfolio, ranked #572.

Brookstone Capital Management first reported a position in IBMR in Q1 2025 and has held it in 7 quarters since. 95 funds tracked by Wall St. Rank hold IBMR as of Q3 2026.

Brookstone Capital Management held 61,983 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $1.53M as of Q3 2026.
Brookstone Capital Management bought 3,893 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q3 2026, an estimated $98K.
iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.02% of Brookstone Capital Management's portfolio in Q3 2026, its #572 holding.
Brookstone Capital Management first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q1 2025 and has held it in 7 quarters since.
95 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.