Dynamic Advisor Solutions
IBMR icon

Dynamic Advisor Solutions’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Dynamic Advisor Solutions’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
Q3 		– Sell
-8,333
Closed -$212K – 1068
2026
Q2 		$212K Buy
+8,333
New +$211K 0.01% 981

Other funds holding IBMR

Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return
Helen Stephens Group
Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Dynamic Advisor Solutions's IBMR Position: Q3 2026 in Review

Dynamic Advisor Solutions sold out of iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) in Q3 2026, closing a stake of 8,333 shares — an estimated $212K sold.

Dynamic Advisor Solutions first reported a position in IBMR in Q2 2026 and held it in 1 quarter. The position peaked at $212K in Q2 2026. 30 funds tracked by Wall St. Rank hold IBMR as of Q3 2026.

  • Dynamic Advisor Solutions reported no remaining iShares iBonds Dec 2029 Term Muni Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 8,333 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q3 2026, an estimated $212K.
  • Dynamic Advisor Solutions first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q2 2026 and held it in 1 quarter.
  • Dynamic Advisor Solutions's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $212K in Q2 2026.
  • 30 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.