JIR
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James Investment Research’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

James Investment Research’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
Q1 		$846K Hold
33,371
– – 0.09% 185
2025
Q4 		$849K Sell
33,371
-841
-2% -$21.4K 0.09% 182
2025
Q3 		$873K Sell
34,212
-118
-0.3% -$3K 0.1% 176
2025
Q2 		$866K Hold
34,330
– – 0.1% 158
2025
Q1 		$860K Sell
34,330
-1,550
-4% -$38.9K 0.11% 165
2024
Q4 		$896K Buy
35,880
+2,250
+7% +$56.6K 0.11% 163
2024
Q3 		$857K Sell
33,630
-1,964
-6% -$49.5K 0.1% 173
2024
Q2 		$885K Sell
35,594
-200
-0.6% -$4.98K 0.11% 163
2024
Q1 		$904K Buy
35,794
+16,394
+85% +$416K 0.11% 157
2023
Q4 		$497K Buy
+19,400
New +$475K 0.06% 205

Other funds holding IBMR

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
P
Paradiem Covington, Louisiana $454M AUM 37.09% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
CIA
Covington Investment Advisors Ligonier, Pennsylvania $680M AUM 28.91% 1-Year Est. Return