Financial Engines Advisors
IBMR icon

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

Financial Engines 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 		$343K Sell
13,491
-222
-2% -$5.63K ﹤0.01% 477
2026
Q1 		$348K Sell
13,713
-1,346
-9% -$34.4K ﹤0.01% 445
2025
Q4 		$383K Buy
15,059
+1,011
+7% +$25.7K ﹤0.01% 437
2025
Q3 		$359K Buy
+14,048
New +$357K ﹤0.01% 442

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

Financial Engines Advisors's IBMR Position: Q2 2026 in Review

Financial Engines Advisors reduced its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 1.6% in Q2 2026, selling an estimated $5.63K and leaving 13,491 shares worth $343K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Financial Engines Advisors first reported a position in IBMR in Q3 2025 and has held it in 4 quarters since. The position peaked at $383K in Q4 2025. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

  • Financial Engines Advisors held 13,491 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $343K as of Q2 2026.
  • Financial Engines Advisors sold 222 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $5.63K.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #477 holding.
  • Financial Engines Advisors first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Financial Engines Advisors's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $383K 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 Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.