Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Cambridge Investment Research Advisors’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
Q1 		$658K Sell
25,971
-877
-3% -$22.4K ﹤0.01% 2563
2025
Q4 		$683K Buy
26,848
+7
+0% +$178 ﹤0.01% 2434
2025
Q3 		$685K Sell
26,841
-29
-0.1% -$737 ﹤0.01% 2374
2025
Q2 		$678K Buy
+26,870
New +$671K ﹤0.01% 2260

Other funds holding IBMR

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CIA
Covington Investment Advisors Ligonier, Pennsylvania $680M AUM 28.91% 1-Year Est. Return

Cambridge Investment Research Advisors's IBMR Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 3.3% in Q1 2026, selling an estimated $22.4K and leaving 25,971 shares worth $658K. The position accounts for ﹤0.01% of the portfolio, ranked #2563.

Cambridge Investment Research Advisors first reported a position in IBMR in Q2 2025 and has held it in 4 quarters since. The position peaked at $685K in Q3 2025. 129 funds tracked by Wall St. Rank hold IBMR as of Q1 2026.

  • Cambridge Investment Research Advisors held 25,971 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $658K as of Q1 2026.
  • Cambridge Investment Research Advisors sold 877 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q1 2026, an estimated $22.4K.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2563 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Cambridge Investment Research Advisors's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $685K in Q3 2025.
  • 129 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.