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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
Q2 		$212K Buy
+8,333
New +$211K 0.01% 981

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
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
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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

Dynamic Advisor Solutions's IBMR Position: Q2 2026 in Review

Dynamic Advisor Solutions opened a new position in iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) in Q2 2026: 8,333 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #981 among its holdings.

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

  • Dynamic Advisor Solutions held 8,333 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $212K as of Q2 2026.
  • iShares iBonds Dec 2029 Term Muni Bond ETF was a new Dynamic Advisor Solutions position in Q2 2026.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #981 holding.
  • 25 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.