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Kesler Norman & Wride’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Kesler Norman & Wride’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 		$3.84M Buy
+165,926
New +$4.21M 0.61% 50

Other funds holding IBMR

P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Kesler Norman & Wride's IBMR Position: Q2 2026 in Review

Kesler Norman & Wride opened a new position in iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) in Q2 2026: 165,926 shares worth $3.84M. The stake represents 0.61% of the portfolio and ranks #50 among its holdings.

37 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

  • Kesler Norman & Wride held 165,926 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $3.84M as of Q2 2026.
  • iShares iBonds Dec 2029 Term Muni Bond ETF was a new Kesler Norman & Wride position in Q2 2026.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.61% of Kesler Norman & Wride's portfolio in Q2 2026, its #50 holding.
  • 37 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.