CSPIA
IBMR icon

Cary Street Partners Investment Advisory’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Cary Street Partners Investment Advisory’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
2024
Q4 		– Sell
-7,996
Closed -$204K – 608
2024
Q3 		$204K Buy
+7,996
New +$202K 0.01% 731

Other funds holding IBMR

CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Cary Street Partners Investment Advisory's IBMR Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) in Q4 2024, closing a stake of 7,996 shares — an estimated $204K sold.

Cary Street Partners Investment Advisory first reported a position in IBMR in Q3 2024 and held it in 1 quarter. The position peaked at $204K in Q3 2024. 84 funds tracked by Wall St. Rank hold IBMR as of Q4 2024.

  • Cary Street Partners Investment Advisory reported no remaining iShares iBonds Dec 2029 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 7,996 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q4 2024, an estimated $204K.
  • Cary Street Partners Investment Advisory first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q3 2024 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $204K in Q3 2024.
  • 84 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.