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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
Q1 		$24.8M Buy
979,870
+27,504
+3% +$703K 0.25% 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 0.34% 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
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
CIA
Covington Investment Advisors Ligonier, Pennsylvania $680M AUM 28.91% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return