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 Q2	$2.24M	Sell	88,291 -2,077	-2%	-$52.7K	﹤0.01%	2007
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

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

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 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

Commonwealth Equity Services's IBMR Position: Q2 2026 in Review

Commonwealth Equity Services reduced its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 2.3% in Q2 2026, selling an estimated $52.7K and leaving 88,291 shares worth $2.24M. The position accounts for ﹤0.01% of the portfolio, ranked #2007.

Commonwealth Equity Services first reported a position in IBMR in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.29M in Q1 2026. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

Commonwealth Equity Services held 88,291 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $2.24M as of Q2 2026.
Commonwealth Equity Services sold 2,077 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $52.7K.
iShares iBonds Dec 2029 Term Muni Bond ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2007 holding.
Commonwealth Equity Services first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
Commonwealth Equity Services's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $2.29M in Q1 2026.
144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.