HighTower Advisors
IBMR icon

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

HighTower 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 		$18.7M Buy
736,560
+3,615
+0.5% +$91.6K 0.02% 674
2026
Q1 		$18.6M Sell
732,945
-12,861
-2% -$329K 0.02% 639
2025
Q4 		$19M Buy
745,806
+33,754
+5% +$858K 0.02% 628
2025
Q3 		$18.2M Sell
712,052
-19,340
-3% -$492K 0.02% 628
2025
Q2 		$18.5M Sell
731,392
-8,755
-1% -$218K 0.02% 585
2025
Q1 		$18.5M Buy
740,147
+87,238
+13% +$2.19M 0.03% 563
2024
Q4 		$16.3M Buy
652,909
+149,917
+30% +$3.77M 0.02% 587
2024
Q3 		$12.8M Buy
502,992
+155,564
+45% +$3.92M 0.02% 657
2024
Q2 		$8.64M Buy
+347,428
New +$8.65M 0.01% 777
2024
Q1 		– Sell
-320,793
Closed -$8.21M – 3807
2023
Q4 		$8.21M Buy
+320,793
New +$7.86M 0.01% 762

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
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
CIA
Covington Investment Advisors Ligonier, Pennsylvania $774M AUM 36.06% 1-Year Est. Return

HighTower Advisors's IBMR Position: Q2 2026 in Review

HighTower Advisors increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 0.49% in Q2 2026, buying an estimated $91.6K and bringing the position to 736,560 shares worth $18.7M. The position accounts for 0.02% of the portfolio, ranked #674.

HighTower Advisors first reported a position in IBMR in Q4 2023 and has held it in 10 quarters since. The position peaked at $19M in Q4 2025. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

  • HighTower Advisors held 736,560 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $18.7M as of Q2 2026.
  • HighTower Advisors bought 3,615 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $91.6K.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.02% of HighTower Advisors's portfolio in Q2 2026, its #674 holding.
  • HighTower Advisors first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • HighTower Advisors's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $19M in Q4 2025.
  • 144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.