Focus Partners Wealth
IBMR icon

Focus Partners Wealth’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Focus Partners Wealth’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
2025
Q3 		– Sell
-47,374
Closed -$1.2M – 2256
2025
Q2 		$1.2M Sell
47,374
-10,931
-19% -$273K ﹤0.01% 1070
2025
Q1 		$1.46M Buy
58,305
+16,134
+38% +$405K ﹤0.01% 942
2024
Q4 		$1.05M Buy
+42,171
New +$1.06M ﹤0.01% 1043

Other funds holding IBMR

CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VBFG
Vishria Bird Financial Group Memphis, Tennessee $510M AUM 12.05% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Focus Partners Wealth's IBMR Position: Q3 2025 in Review

Focus Partners Wealth sold out of iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) in Q3 2025, closing a stake of 47,374 shares — an estimated $1.2M sold.

Focus Partners Wealth first reported a position in IBMR in Q4 2024 and held it in 3 quarters. The position peaked at $1.46M in Q1 2025. 114 funds tracked by Wall St. Rank hold IBMR as of Q3 2025.

  • Focus Partners Wealth reported no remaining iShares iBonds Dec 2029 Term Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 47,374 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q3 2025, an estimated $1.2M.
  • Focus Partners Wealth first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2024 and held it in 3 quarters.
  • Focus Partners Wealth's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $1.46M in Q1 2025.
  • 114 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q3 2025.

Based on Focus Partners Wealth's 13F filing for Q3 2025, filed 14 Nov 2025.