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Great Diamond Partners’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Great Diamond Partners’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
Q3 		$566K Buy
+22,895
New +$577K 0.1% 157

Other funds holding IBMR

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $489M AUM 14.91% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Great Diamond Partners's IBMR Position: Q3 2026 in Review

Great Diamond Partners opened a new position in iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) in Q3 2026: 22,895 shares worth $566K. The stake represents 0.1% of the portfolio and ranks #157 among its holdings.

9 funds tracked by Wall St. Rank hold IBMR as of Q3 2026.

  • Great Diamond Partners held 22,895 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $566K as of Q3 2026.
  • iShares iBonds Dec 2029 Term Muni Bond ETF was a new Great Diamond Partners position in Q3 2026.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.1% of Great Diamond Partners's portfolio in Q3 2026, its #157 holding.
  • 9 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.