CAPTRUST Financial Advisors’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

CAPTRUST Financial 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	$345K	Buy	+13,583	New	+$344K	﹤0.01%	2472

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

CAPTRUST Financial Advisors's IBMR Position: Q2 2026 in Review

CAPTRUST Financial Advisors opened a new position in iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) in Q2 2026: 13,583 shares worth $345K. The stake represents ﹤0.01% of the portfolio and ranks #2472 among its holdings.

144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

CAPTRUST Financial Advisors held 13,583 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $345K as of Q2 2026.
iShares iBonds Dec 2029 Term Muni Bond ETF was a new CAPTRUST Financial Advisors position in Q2 2026.
iShares iBonds Dec 2029 Term Muni Bond ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2472 holding.
144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.