Crumly & Associates’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Crumly & Associates’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 Q2	–	Sell	-26,870	Closed	-$673K	–	169
2025 Q1	$673K	Sell	26,870 -26,872	-50%	-$674K	0.19%	74
2024 Q4	$1.34M	Sell	53,742 -2,093	-4%	-$52.7K	0.37%	54
2024 Q3	$1.42M	Sell	55,835 -23,534	-30%	-$593K	0.39%	53
2024 Q2	$1.97M	Sell	79,369 -163,482	-67%	-$4.07M	0.57%	36
2024 Q1	$6.13M	Sell	242,851 -65,866	-21%	-$1.67M	1.61%	21
2023 Q4	$7.9M	Buy	+308,717	New	+$7.57M	2.3%	13

Other funds holding IBMR

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Crumly & Associates's IBMR Position: Q2 2025 in Review

Crumly & Associates sold out of iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) in Q2 2025, closing a stake of 26,870 shares — an estimated $673K sold.

Crumly & Associates first reported a position in IBMR in Q4 2023 and held it in 6 quarters. The position peaked at $7.9M in Q4 2023. 107 funds tracked by Wall St. Rank hold IBMR as of Q2 2025.

Crumly & Associates reported no remaining iShares iBonds Dec 2029 Term Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
Crumly & Associates sold 26,870 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2025, an estimated $673K.
Crumly & Associates first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2023 and held it in 6 quarters.
Crumly & Associates's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $7.9M in Q4 2023.
107 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2025.

Based on Crumly & Associates's 13F filing for Q2 2025, filed 2 Jul 2025.