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FF Advisors’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

FF Advisors’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 		$1.08M Sell
42,640
-5,649
-12% -$143K 0.41% 44
2026
Q1 		$1.23M Sell
48,289
-7,768
-14% -$199K 0.5% 44
2025
Q4 		$1.43M Buy
56,057
+24,843
+80% +$632K 0.64% 34
2025
Q3 		$797K Buy
31,214
+218
+0.7% +$5.54K 0.38% 48
2025
Q2 		$782K Buy
30,996
+397
+1% +$9.91K 0.41% 48
2025
Q1 		$762K Buy
30,599
+3,782
+14% +$94.9K 0.44% 46
2024
Q4 		$674K Buy
26,817
+2,136
+9% +$53.8K 0.46% 55
2024
Q3 		$623K Buy
24,681
+2,079
+9% +$52.4K 0.4% 53
2024
Q2 		$562K Sell
22,602
-1,523
-6% -$37.9K 0.4% 54
2024
Q1 		$609K Buy
24,125
+3,345
+16% +$85K 0.42% 52
2023
Q4 		$532K Buy
+20,780
New +$509K 0.44% 50

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

FF Advisors's IBMR Position: Q2 2026 in Review

FF Advisors reduced its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 12% in Q2 2026, selling an estimated $143K and leaving 42,640 shares worth $1.08M. The position accounts for 0.41% of the portfolio, ranked #44.

FF Advisors first reported a position in IBMR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.43M in Q4 2025. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

  • FF Advisors held 42,640 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $1.08M as of Q2 2026.
  • FF Advisors sold 5,649 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $143K.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.41% of FF Advisors's portfolio in Q2 2026, its #44 holding.
  • FF Advisors first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • FF Advisors's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $1.43M in Q4 2025.
  • 144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on FF Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.