CPWM
IBMR icon

Cypress Point Wealth Management’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Cypress Point Wealth Management’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 		– Sell
-119,718
Closed -$3.04M – 129
2025
Q4 		$3.04M Hold
119,718
– – 0.66% 21
2025
Q3 		$3.06M Hold
119,718
– – 0.62% 21
2025
Q2 		$3.02M Hold
119,718
– – 0.74% 22
2025
Q1 		$3M Hold
119,718
– – 0.95% 21
2024
Q4 		$2.99M Buy
119,718
+970
+0.8% +$24.4K 0.93% 21
2024
Q3 		$3.03M Buy
118,748
+753
+0.6% +$19K 1.19% 22
2024
Q2 		$2.93M Buy
117,995
+738
+0.6% +$18.4K 1.39% 19
2024
Q1 		$2.96M Buy
117,257
+257
+0.2% +$6.53K 1.52% 16
2023
Q4 		$3M Buy
+117,000
New +$2.87M 2.23% 13

Other funds holding IBMR

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
CIA
Covington Investment Advisors Ligonier, Pennsylvania $680M AUM 28.91% 1-Year Est. Return