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Glen Eagle Advisors’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Glen Eagle 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 		$57.1K Hold
2,250
– – 0.01% 439
2026
Q1 		$57K Hold
2,250
– – 0.01% 425
2025
Q4 		$57.2K Hold
2,250
– – 0.01% 422
2025
Q3 		$57.4K Hold
2,250
– – 0.01% 424
2025
Q2 		$56.8K Hold
2,250
– – 0.01% 405
2025
Q1 		$56.3K Hold
2,250
– – 0.01% 394
2024
Q4 		$56.2K Hold
2,250
– – 0.01% 398
2024
Q3 		$57.4K Hold
2,250
– – 0.01% 395
2024
Q2 		$55.9K Hold
2,250
– – 0.01% 387
2024
Q1 		$56.8K Buy
2,250
+750
+50% +$19.1K 0.01% 388
2023
Q4 		$38.4K Buy
+1,500
New +$36.8K 0.01% 426

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

Glen Eagle Advisors's IBMR Position: Q2 2026 in Review

Glen Eagle Advisors held its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) position steady in Q2 2026 at 2,250 shares worth $57.1K. The position accounts for 0.01% of the portfolio, ranked #439.

Glen Eagle Advisors first reported a position in IBMR in Q4 2023 and has held it in 11 quarters since. The position peaked at $57.4K in Q3 2025. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

  • Glen Eagle Advisors held 2,250 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $57.1K as of Q2 2026.
  • Glen Eagle Advisors 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 Glen Eagle Advisors's portfolio in Q2 2026, its #439 holding.
  • Glen Eagle Advisors first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Glen Eagle Advisors's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $57.4K 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 Glen Eagle Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.