ECM
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Exchange Capital Management’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Exchange Capital 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
2025
Q2 		$394K Sell
15,629
-1,240
-7% -$30.9K 0.06% 173
2025
Q1 		$422K Sell
16,869
-1,070
-6% -$26.8K 0.07% 166
2024
Q4 		$448K Sell
17,939
-1,085
-6% -$27.3K 0.07% 161
2024
Q3 		$485K Buy
19,024
+5,335
+39% +$134K 0.08% 154
2024
Q2 		$340K Buy
+13,689
New +$341K 0.06% 167

Other funds holding IBMR

CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Exchange Capital Management's IBMR Position: Q2 2025 in Review

Exchange Capital Management reduced its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 7.4% in Q2 2025, selling an estimated $30.9K and leaving 15,629 shares worth $394K. The position accounts for 0.06% of the portfolio, ranked #173.

Exchange Capital Management first reported a position in IBMR in Q2 2024 and has held it in 5 quarters since. The position peaked at $485K in Q3 2024. 107 funds tracked by Wall St. Rank hold IBMR as of Q2 2025.

  • Exchange Capital Management held 15,629 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $394K as of Q2 2025.
  • Exchange Capital Management sold 1,240 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2025, an estimated $30.9K.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.06% of Exchange Capital Management's portfolio in Q2 2025, its #173 holding.
  • Exchange Capital Management first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q2 2024 and has held it in 5 quarters since.
  • Exchange Capital Management's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $485K in Q3 2024.
  • 107 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.