Cerity Partners
IBMR icon

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

Cerity 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
2024
Q4 		– Sell
-12,265
Closed -$313K – 2512
2024
Q3 		$313K Buy
+12,265
New +$309K ﹤0.01% 2025

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UBS Group
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Bank of America
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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 $1.62B AUM 17.7% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Cerity Partners's IBMR Position: Q4 2024 in Review

Cerity Partners sold out of iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) in Q4 2024, closing a stake of 12,265 shares — an estimated $313K sold.

Cerity Partners first reported a position in IBMR in Q3 2024 and held it in 1 quarter. The position peaked at $313K in Q3 2024. 84 funds tracked by Wall St. Rank hold IBMR as of Q4 2024.

  • Cerity Partners reported no remaining iShares iBonds Dec 2029 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Cerity Partners sold 12,265 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q4 2024, an estimated $313K.
  • Cerity Partners first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q3 2024 and held it in 1 quarter.
  • Cerity Partners's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $313K 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 Cerity Partners's 13F filing for Q4 2024, filed 13 Feb 2025.