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Freestone Capital Holdings’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Freestone Capital Holdings’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 		$297K Hold
11,700
– – 0.01% 486
2026
Q1 		$297K Hold
11,700
– – 0.01% 445
2025
Q4 		$298K Hold
11,700
– – 0.01% 426
2025
Q3 		$299K Buy
+11,700
New +$297K 0.01% 428

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

Freestone Capital Holdings's IBMR Position: Q2 2026 in Review

Freestone Capital Holdings held its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) position steady in Q2 2026 at 11,700 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #486.

Freestone Capital Holdings first reported a position in IBMR in Q3 2025 and has held it in 4 quarters since. The position peaked at $299K in Q3 2025. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

  • Freestone Capital Holdings held 11,700 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $297K as of Q2 2026.
  • Freestone Capital Holdings left its iShares iBonds Dec 2029 Term Muni Bond ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.01% of Freestone Capital Holdings's portfolio in Q2 2026, its #486 holding.
  • Freestone Capital Holdings first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Freestone Capital Holdings's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $299K in Q3 2025.
  • 144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.