CIC
IBMR icon

Carnegie Investment Counsel’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Carnegie Investment Counsel’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 		$406K Buy
+16,000
New +$406K 0.01% 435

Other funds holding IBMR

CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Carnegie Investment Counsel's IBMR Position: Q2 2026 in Review

Carnegie Investment Counsel opened a new position in iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) in Q2 2026: 16,000 shares worth $406K. The stake represents 0.01% of the portfolio and ranks #435 among its holdings.

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

  • Carnegie Investment Counsel held 16,000 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $406K as of Q2 2026.
  • iShares iBonds Dec 2029 Term Muni Bond ETF was a new Carnegie Investment Counsel position in Q2 2026.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.01% of Carnegie Investment Counsel's portfolio in Q2 2026, its #435 holding.
  • 94 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on Carnegie Investment Counsel's 13F filing for Q2 2026, filed 30 Jul 2026.