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Community Financial Services Group’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Community Financial Services Group’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 		$25K Buy
+986
New +$25K ﹤0.01% 290

Other funds holding IBMR

P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
BSAM
Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return

Community Financial Services Group's IBMR Position: Q2 2026 in Review

Community Financial Services Group opened a new position in iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) in Q2 2026: 986 shares worth $25K. The stake represents ﹤0.01% of the portfolio and ranks #290 among its holdings.

31 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

  • Community Financial Services Group held 986 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $25K as of Q2 2026.
  • iShares iBonds Dec 2029 Term Muni Bond ETF was a new Community Financial Services Group position in Q2 2026.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #290 holding.
  • 31 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.