Godshalk Welsh Capital Management’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Godshalk Welsh Capital Management’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	$1.23M	Buy	48,500 +2,500	+5%	+$63.4K	0.66%	51
2026 Q1	$1.17M	Buy	46,000 +14,700	+47%	+$376K	0.68%	54
2025 Q4	$796K	Buy	31,300 +7,500	+32%	+$191K	0.45%	69
2025 Q3	$608K	Buy	23,800 +14,300	+151%	+$364K	0.35%	81
2025 Q2	$240K	Buy	+9,500	New	+$237K	0.15%	120

Other funds holding IBMR

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Godshalk Welsh Capital Management's IBMR Position: Q2 2026 in Review

Godshalk Welsh Capital Management increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 5.4% in Q2 2026, buying an estimated $63.4K and bringing the position to 48,500 shares worth $1.23M. The position accounts for 0.66% of the portfolio, ranked #51.

Godshalk Welsh Capital Management first reported a position in IBMR in Q2 2025 and has held it in 5 quarters since. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

Godshalk Welsh Capital Management held 48,500 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $1.23M as of Q2 2026.
Godshalk Welsh Capital Management bought 2,500 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $63.4K.
iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.66% of Godshalk Welsh Capital Management's portfolio in Q2 2026, its #51 holding.
Godshalk Welsh Capital Management first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.