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 Q2	$847K	Hold	33,371	–	–	0.09%	205
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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

James Investment Research's IBMR Position: Q2 2026 in Review

James Investment Research held its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) position steady in Q2 2026 at 33,371 shares worth $847K. The position accounts for 0.09% of the portfolio, ranked #205.

James Investment Research first reported a position in IBMR in Q4 2023 and has held it in 11 quarters since. The position peaked at $904K in Q1 2024. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

James Investment Research held 33,371 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $847K as of Q2 2026.
James Investment Research left its iShares iBonds Dec 2029 Term Muni Bond ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.09% of James Investment Research's portfolio in Q2 2026, its #205 holding.
James Investment Research first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
James Investment Research's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $904K in Q1 2024.
144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.