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 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

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

Brookstone Capital Management's IBMR Position: Q2 2026 in Review

Brookstone Capital Management increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 53% in Q2 2026, buying an estimated $507K and bringing the position to 58,090 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #587.

Brookstone Capital Management first reported a position in IBMR in Q1 2025 and has held it in 6 quarters since. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

Brookstone Capital Management held 58,090 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $1.47M as of Q2 2026.
Brookstone Capital Management bought 20,005 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $507K.
iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #587 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 6 quarters since.
144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.