Clearstead Advisors’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Clearstead Advisors’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	$25.6M	Buy	1,006,875 +27,005	+3%	+$685K	0.24%	89
2026 Q1	$24.8M	Buy	979,870 +27,504	+3%	+$703K	0.23%	87
2025 Q4	$24.2M	Buy	952,366 +50,311	+6%	+$1.28M	0.31%	64
2025 Q3	$23M	Buy	902,055 +19,661	+2%	+$500K	0.3%	69
2025 Q2	$22.3M	Buy	882,394 +29,761	+3%	+$743K	0.31%	70
2025 Q1	$21.3M	Sell	852,633 -9,530	-1%	-$239K	0.33%	66
2024 Q4	$21.5M	Buy	862,163 +64,340	+8%	+$1.62M	0.33%	70
2024 Q3	$20.3M	Buy	797,823 +23,186	+3%	+$584K	0.32%	71
2024 Q2	$19.3M	Buy	+774,637	New	+$19.3M	0.33%	64

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

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

CIA

Covington Investment Advisors Ligonier, Pennsylvania $774M AUM 36.06% 1-Year Est. Return

Clearstead Advisors's IBMR Position: Q2 2026 in Review

Clearstead Advisors increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 2.8% in Q2 2026, buying an estimated $685K and bringing the position to 1,006,875 shares worth $25.6M. The position accounts for 0.24% of the portfolio, ranked #89.

Clearstead Advisors first reported a position in IBMR in Q2 2024 and has held it in 9 quarters since. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

Clearstead Advisors held 1,006,875 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $25.6M as of Q2 2026.
Clearstead Advisors bought 27,005 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $685K.
iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.24% of Clearstead Advisors's portfolio in Q2 2026, its #89 holding.
Clearstead Advisors first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q2 2024 and has held it in 9 quarters since.
144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.