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

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19.7M Buy
782,044
+19,413
+3% +$490K 0.01% 1264
2025
Q1
$19.1M Buy
762,631
+33,839
+5% +$847K 0.01% 1229
2024
Q4
$18.2M Buy
728,792
+54,224
+8% +$1.35M 0.01% 1253
2024
Q3
$17.2M Buy
674,568
+33,338
+5% +$850K 0.01% 1276
2024
Q2
$15.9M Buy
641,230
+37,573
+6% +$934K 0.01% 1256
2024
Q1
$15.2M Buy
+603,657
New +$15.2M 0.01% 1265