Focus Partners Wealth
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.2M Sell
47,374
-10,931
-19% -$276K ﹤0.01% 1063
2025
Q1 		$1.46M Buy
58,305
+16,134
+38% +$404K ﹤0.01% 935
2024
Q4 		$1.05M Buy
+42,171
New +$1.05M ﹤0.01% 1035