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

Cary Street Partners’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	$221K	Hold	8,686	–	–	﹤0.01%	893
2026 Q1	$220K	Hold	8,686	–	–	0.01%	812
2025 Q4	$221K	Hold	8,686	–	–	0.01%	807
2025 Q3	$222K	Buy	8,686 +690	+9%	+$17.5K	0.01%	764
2025 Q2	$202K	Hold	7,996	–	–	0.01%	776
2025 Q1	$200K	Buy	+7,996	New	+$201K	0.01%	749

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

Cary Street Partners's IBMR Position: Q2 2026 in Review

Cary Street Partners held its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) position steady in Q2 2026 at 8,686 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #893.

Cary Street Partners first reported a position in IBMR in Q1 2025 and has held it in 6 quarters since. The position peaked at $222K in Q3 2025. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

Cary Street Partners held 8,686 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $221K as of Q2 2026.
Cary Street Partners left its iShares iBonds Dec 2029 Term Muni Bond ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2029 Term Muni Bond ETF made up ﹤0.01% of Cary Street Partners's portfolio in Q2 2026, its #893 holding.
Cary Street Partners first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
Cary Street Partners's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $222K in Q3 2025.
144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.