Financial Advisory Corporation’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Financial Advisory Corporation’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	$662K	Sell	26,067 -4,386	-14%	-$111K	0.09%	30
2026 Q1	$772K	Hold	30,453	–	–	0.11%	26
2025 Q4	$774K	Buy	+30,453	New	+$774K	0.11%	27

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Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return

Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return

Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM