Kathmere Capital Management’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Kathmere Capital Management’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	$8.82M	Buy	347,332 +74,498	+27%	+$1.89M	0.47%	44
2026 Q1	$6.92M	Sell	272,834 -6,700	-2%	-$171K	0.43%	48
2025 Q4	$7.11M	Sell	279,534 -348	-0.1%	-$8.85K	0.48%	44
2025 Q3	$7.15M	Buy	279,882 +2,635	+1%	+$67K	0.51%	40
2025 Q2	$6.99M	Sell	277,247 -116,780	-30%	-$2.91M	0.54%	39
2025 Q1	$9.87M	Buy	394,027 +237,045	+151%	+$5.95M	0.84%	35
2024 Q4	$3.92M	Sell	156,982 -369,019	-70%	-$9.29M	0.35%	54
2024 Q3	$13.4M	Buy	+526,001	New	+$13.3M	1.26%	25

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

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

CIA

Covington Investment Advisors Ligonier, Pennsylvania $774M AUM 36.06% 1-Year Est. Return

Kathmere Capital Management's IBMR Position: Q2 2026 in Review

Kathmere Capital Management increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 27% in Q2 2026, buying an estimated $1.89M and bringing the position to 347,332 shares worth $8.82M. The position accounts for 0.47% of the portfolio, ranked #44.

Kathmere Capital Management first reported a position in IBMR in Q3 2024 and has held it in 8 quarters since. The position peaked at $13.4M in Q3 2024. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

Kathmere Capital Management held 347,332 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $8.82M as of Q2 2026.
Kathmere Capital Management bought 74,498 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $1.89M.
iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.47% of Kathmere Capital Management's portfolio in Q2 2026, its #44 holding.
Kathmere Capital Management first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q3 2024 and has held it in 8 quarters since.
Kathmere Capital Management's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $13.4M in Q3 2024.
144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.