Choreo LLC’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Choreo LLC’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 Q3	$2.63M	Buy	+106,150	New	+$2.67M	0.03%	350

Other funds holding IBMR

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $579M AUM 18.55% 1-Year Est. Return

Choreo LLC's IBMR Position: Q3 2026 in Review

Choreo LLC opened a new position in iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) in Q3 2026: 106,150 shares worth $2.63M. The stake represents 0.03% of the portfolio and ranks #350 among its holdings.

61 funds tracked by Wall St. Rank hold IBMR as of Q3 2026.

Choreo LLC held 106,150 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $2.63M as of Q3 2026.
iShares iBonds Dec 2029 Term Muni Bond ETF was a new Choreo LLC position in Q3 2026.
iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.03% of Choreo LLC's portfolio in Q3 2026, its #350 holding.
61 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q3 2026.

Based on Choreo LLC's 13F filing for Q3 2026, filed 28 Oct 2026.