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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
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 0.41% 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 $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 $464M AUM 45.56% 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