CF
IBMR icon

Collier Financial’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Collier Financial’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
2025
Q1 		$9.92K Hold
396
– – 0.01% 107
2024
Q4 		$9.89K Buy
+396
New +$9.97K 0.01% 96

Other funds holding IBMR

CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Collier Financial's IBMR Position: Q1 2025 in Review

Collier Financial held its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) position steady in Q1 2025 at 396 shares worth $9.92K. The position accounts for 0.01% of the portfolio, ranked #107.

Collier Financial first reported a position in IBMR in Q4 2024 and has held it in 2 quarters since. 96 funds tracked by Wall St. Rank hold IBMR as of Q1 2025.

  • Collier Financial held 396 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $9.92K as of Q1 2025.
  • Collier Financial left its iShares iBonds Dec 2029 Term Muni Bond ETF share count unchanged in Q1 2025.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.01% of Collier Financial's portfolio in Q1 2025, its #107 holding.
  • Collier Financial first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2024 and has held it in 2 quarters since.
  • 96 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q1 2025.

Based on Collier Financial's 13F filing for Q1 2025, filed 15 Apr 2025.