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
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

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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 $454M AUM 37.09% 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