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

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

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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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

Blue Square Asset Management New York $247M AUM 28.81% 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