Commonwealth Equity Services
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Commonwealth Equity Services’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Commonwealth Equity Services’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 		$2.29M Buy
90,368
+37,281
+70% +$953K ﹤0.01% 1893
2025
Q4 		$1.35M Sell
53,087
-3,774
-7% -$95.9K ﹤0.01% 2334
2025
Q3 		$1.45M Buy
56,861
+123
+0.2% +$3.13K ﹤0.01% 2279
2025
Q2 		$1.43M Buy
56,738
+17,265
+44% +$431K ﹤0.01% 2278
2025
Q1 		$988K Buy
39,473
+26,145
+196% +$656K ﹤0.01% 2464
2024
Q4 		$333K Buy
13,328
+4,004
+43% +$101K ﹤0.01% 3318
2024
Q3 		$238K Buy
9,324
+1
+0% +$25 ﹤0.01% 3552
2024
Q2 		$232K Hold
9,323
– – ﹤0.01% 3525
2024
Q1 		$235K Buy
9,323
+1,381
+17% +$35.1K ﹤0.01% 3494
2023
Q4 		$203K Buy
+7,942
New +$195K ﹤0.01% 3496

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