Envestnet Asset Management
IBMR icon

Envestnet Asset Management’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Envestnet Asset 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 		$6.67M Buy
262,751
+85,760
+48% +$2.17M ﹤0.01% 2253
2026
Q1 		$4.49M Buy
+176,991
New +$4.52M ﹤0.01% 2392
2025
Q4 		– Sell
-122,427
Closed -$3.13M – 4558
2025
Q3 		$3.13M Sell
122,427
-659,617
-84% -$16.8M ﹤0.01% 2578
2025
Q2 		$19.7M Buy
782,044
+19,413
+3% +$484K 0.01% 1264
2025
Q1 		$19.1M Buy
762,631
+33,839
+5% +$849K 0.01% 1229
2024
Q4 		$18.2M Buy
728,792
+54,224
+8% +$1.36M 0.01% 1253
2024
Q3 		$17.2M Buy
674,568
+33,338
+5% +$840K 0.01% 1276
2024
Q2 		$15.9M Buy
641,230
+37,573
+6% +$935K 0.01% 1256
2024
Q1 		$15.2M Buy
+603,657
New +$15.3M 0.01% 1265

Other funds holding IBMR

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
P
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
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Envestnet Asset Management's IBMR Position: Q2 2026 in Review

Envestnet Asset Management increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 48% in Q2 2026, buying an estimated $2.17M and bringing the position to 262,751 shares worth $6.67M. The position accounts for ﹤0.01% of the portfolio, ranked #2253.

Envestnet Asset Management first reported a position in IBMR in Q1 2024 and has held it in 9 quarters since. The position peaked at $19.7M in Q2 2025. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

  • Envestnet Asset Management held 262,751 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $6.67M as of Q2 2026.
  • Envestnet Asset Management bought 85,760 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $2.17M.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2253 holding.
  • Envestnet Asset Management first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • Envestnet Asset Management's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $19.7M in Q2 2025.
  • 144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.