Jane Street
IBMR icon

Jane Street’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Jane Street’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 		$1.92M Buy
75,766
+11,642
+18% +$298K ﹤0.01% 5176
2025
Q4 		$1.63M Buy
+64,124
New +$1.63M ﹤0.01% 5196
2025
Q3 		– Sell
-71,680
Closed -$1.81M – 11275
2025
Q2 		$1.81M Sell
71,680
-5,960
-8% -$149K ﹤0.01% 4587
2025
Q1 		$1.94M Buy
+77,640
New +$1.95M ﹤0.01% 4399
2024
Q4 		– Sell
-33,024
Closed -$842K – 9939
2024
Q3 		$842K Buy
33,024
+12,491
+61% +$315K ﹤0.01% 6216
2024
Q2 		$510K Buy
20,533
+11,113
+118% +$277K ﹤0.01% 6999
2024
Q1 		$238K Buy
+9,420
New +$239K ﹤0.01% 7923

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 $464M AUM 45.56% 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