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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

Other funds holding IBMR

Mercer Global Advisors
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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

Financial Advisory Corporation's IBMR Position: Q2 2026 in Review

Financial Advisory Corporation reduced its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 14% in Q2 2026, selling an estimated $111K and leaving 26,067 shares worth $662K. The position accounts for 0.09% of the portfolio, ranked #30.

Financial Advisory Corporation first reported a position in IBMR in Q4 2025 and has held it in 3 quarters since. The position peaked at $774K in Q4 2025. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

  • Financial Advisory Corporation held 26,067 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $662K as of Q2 2026.
  • Financial Advisory Corporation sold 4,386 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $111K.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.09% of Financial Advisory Corporation's portfolio in Q2 2026, its #30 holding.
  • Financial Advisory Corporation first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Financial Advisory Corporation's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $774K 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 Financial Advisory Corporation's 13F filing for Q2 2026, filed 9 Jul 2026.