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Glenview Trust’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Glenview Trust’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 		$483K Buy
19,019
+3,500
+23% +$88.7K 0.01% 380
2026
Q1 		$393K Buy
15,519
+6,906
+80% +$177K 0.01% 394
2025
Q4 		$219K Hold
8,613
– – ﹤0.01% 471
2025
Q3 		$220K Hold
8,613
– – ﹤0.01% 467
2025
Q2 		$217K Hold
8,613
– – ﹤0.01% 478
2025
Q1 		$216K Hold
8,613
– – ﹤0.01% 453
2024
Q4 		$215K Hold
8,613
– – ﹤0.01% 463
2024
Q3 		$220K Hold
8,613
– – ﹤0.01% 454
2024
Q2 		$214K Buy
8,613
+501
+6% +$12.5K ﹤0.01% 446
2024
Q1 		$205K Buy
+8,112
New +$206K ﹤0.01% 459

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

Glenview Trust's IBMR Position: Q2 2026 in Review

Glenview Trust increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 23% in Q2 2026, buying an estimated $88.7K and bringing the position to 19,019 shares worth $483K. The position accounts for 0.01% of the portfolio, ranked #380.

Glenview Trust first reported a position in IBMR in Q1 2024 and has held it in 10 quarters since. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

  • Glenview Trust held 19,019 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $483K as of Q2 2026.
  • Glenview Trust bought 3,500 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $88.7K.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.01% of Glenview Trust's portfolio in Q2 2026, its #380 holding.
  • Glenview Trust first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on Glenview Trust's 13F filing for Q2 2026, filed 11 Aug 2026.