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

IFP 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 		$840K Buy
33,100
+6,217
+23% +$158K 0.02% 810
2026
Q1 		$681K Buy
26,883
+1,983
+8% +$50.7K 0.01% 844
2025
Q4 		$633K Buy
24,900
+3,791
+18% +$96.4K 0.01% 835
2025
Q3 		$539K Buy
21,109
+72
+0.3% +$1.83K 0.01% 828
2025
Q2 		$531K Buy
21,037
+3,545
+20% +$88.5K 0.02% 810
2025
Q1 		$438K Sell
17,492
-1,258
-7% -$31.6K 0.01% 821
2024
Q4 		$468K Buy
+18,750
New +$472K 0.02% 764
2024
Q3 		– Sell
-2,808
Closed -$69.8K – 3370
2024
Q2 		$69.8K Buy
+2,808
New +$69.9K ﹤0.01% 1527

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

IFP Advisors's IBMR Position: Q2 2026 in Review

IFP Advisors increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 23% in Q2 2026, buying an estimated $158K and bringing the position to 33,100 shares worth $840K. The position accounts for 0.02% of the portfolio, ranked #810.

IFP Advisors first reported a position in IBMR in Q2 2024 and has held it in 8 quarters since. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

  • IFP Advisors held 33,100 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $840K as of Q2 2026.
  • IFP Advisors bought 6,217 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $158K.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.02% of IFP Advisors's portfolio in Q2 2026, its #810 holding.
  • IFP Advisors first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • 144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.