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 Q2	$3.04M	Buy	+119,718	New	+$3.04M	0.62%	26
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 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

Cypress Point Wealth Management's IBMR Position: Q2 2026 in Review

Cypress Point Wealth Management opened a new position in iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) in Q2 2026: 119,718 shares worth $3.04M. The stake represents 0.62% of the portfolio and ranks #26 among its holdings. This is a return to the name: Cypress Point Wealth Management previously reported a position in IBMR as recently as Q4 2025.

Cypress Point Wealth Management first reported a position in IBMR in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.06M in Q3 2025. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

Cypress Point Wealth Management held 119,718 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $3.04M as of Q2 2026.
iShares iBonds Dec 2029 Term Muni Bond ETF was a new Cypress Point Wealth Management position in Q2 2026.
iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.62% of Cypress Point Wealth Management's portfolio in Q2 2026, its #26 holding.
Cypress Point Wealth Management first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2023 and has held it in 10 quarters since.
Cypress Point Wealth Management's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $3.06M in Q3 2025.
144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.