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Fulton Breakefield Broenniman’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Fulton Breakefield Broenniman’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
Q1 		– Sell
-130,223
Closed -$3.05M – 207
2025
Q4 		$3.05M Buy
+130,223
New +$3.31M 0.19% 66

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
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CIA
Covington Investment Advisors Ligonier, Pennsylvania $774M AUM 36.06% 1-Year Est. Return

Fulton Breakefield Broenniman's IBMR Position: Q1 2026 in Review

Fulton Breakefield Broenniman sold out of iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) in Q1 2026, closing a stake of 130,223 shares — an estimated $3.05M sold.

Fulton Breakefield Broenniman first reported a position in IBMR in Q4 2025 and held it in 1 quarter. The position peaked at $3.05M in Q4 2025. 129 funds tracked by Wall St. Rank hold IBMR as of Q1 2026.

  • Fulton Breakefield Broenniman reported no remaining iShares iBonds Dec 2029 Term Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Fulton Breakefield Broenniman sold 130,223 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q1 2026, an estimated $3.05M.
  • Fulton Breakefield Broenniman first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2025 and held it in 1 quarter.
  • Fulton Breakefield Broenniman's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $3.05M in Q4 2025.
  • 129 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q1 2026.

Based on Fulton Breakefield Broenniman's 13F filing for Q1 2026, filed 27 Apr 2026.