Integrated Wealth Concepts’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$997K	Buy	39,503 +3	+0%	+$76	0.01%	916
2025 Q1	$989K	Hold	39,500	–	–	0.01%	836
2024 Q4	$987K	Buy	+39,500	New	+$987K	0.01%	814