KAS
IBMR icon

Kestra Advisory Services’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Kestra Advisory Services’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 		$2.04M Buy
80,415
+13,682
+21% +$350K 0.01% 1291
2025
Q4 		$1.7M Buy
66,733
+15,438
+30% +$392K 0.01% 1311
2025
Q3 		$1.31M Sell
51,295
-319
-0.6% -$8.11K 0.01% 1407
2025
Q2 		$1.3M Buy
51,614
+27,122
+111% +$677K 0.01% 1329
2025
Q1 		$613K Buy
24,492
+2,734
+13% +$68.6K ﹤0.01% 1685
2024
Q4 		$544K Buy
21,758
+11,286
+108% +$284K ﹤0.01% 1817
2024
Q3 		$267K Buy
+10,472
New +$264K ﹤0.01% 2171

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 $10.9B 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 $530B 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 $32.7B AUM 19.2% 1-Year Est. Return
CIA
Covington Investment Advisors Ligonier, Pennsylvania $680M AUM 28.91% 1-Year Est. Return

Kestra Advisory Services's IBMR Position: Q1 2026 in Review

Kestra Advisory Services increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 21% in Q1 2026, buying an estimated $350K and bringing the position to 80,415 shares worth $2.04M. The position accounts for 0.01% of the portfolio, ranked #1291.

Kestra Advisory Services first reported a position in IBMR in Q3 2024 and has held it in 7 quarters since. 129 funds tracked by Wall St. Rank hold IBMR as of Q1 2026.

  • Kestra Advisory Services held 80,415 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $2.04M as of Q1 2026.
  • Kestra Advisory Services bought 13,682 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q1 2026, an estimated $350K.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1291 holding.
  • Kestra Advisory Services first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 129 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.