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

Capital Investment 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
Q2 		$1.06M Sell
41,892
-176
-0.4% -$4.46K 0.01% 351
2026
Q1 		$1.07M Sell
42,068
-2,393
-5% -$61.2K 0.02% 327
2025
Q4 		$1.13M Buy
44,461
+587
+1% +$14.9K 0.02% 326
2025
Q3 		$1.12M Buy
43,874
+455
+1% +$11.6K 0.02% 317
2025
Q2 		$1.1M Buy
43,419
+8,451
+24% +$211K 0.02% 320
2025
Q1 		$876K Buy
34,968
+2,799
+9% +$70.2K 0.02% 337
2024
Q4 		$804K Buy
32,169
+10,491
+48% +$264K 0.02% 339
2024
Q3 		$553K Buy
21,678
+5,289
+32% +$133K 0.01% 389
2024
Q2 		$407K Buy
16,389
+6,425
+64% +$160K 0.01% 434
2024
Q1 		$252K Buy
9,964
+1,649
+20% +$41.9K 0.01% 530
2023
Q4 		$213K Buy
+8,315
New +$204K 0.01% 559

Other funds holding IBMR

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
P
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
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Capital Investment Advisors's IBMR Position: Q2 2026 in Review

Capital Investment Advisors reduced its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 0.42% in Q2 2026, selling an estimated $4.46K and leaving 41,892 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #351.

Capital Investment Advisors first reported a position in IBMR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.13M in Q4 2025. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

  • Capital Investment Advisors held 41,892 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $1.06M as of Q2 2026.
  • Capital Investment Advisors sold 176 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $4.46K.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #351 holding.
  • Capital Investment Advisors first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Capital Investment Advisors's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $1.13M in Q4 2025.
  • 144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.