Klingman & Associates’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Klingman & Associates’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	$343K	Sell	13,490 -1,575	-10%	-$39.9K	0.01%	249
2026 Q1	$382K	Sell	15,065 -105	-0.7%	-$2.68K	0.02%	229
2025 Q4	$386K	Sell	15,170 -6,210	-29%	-$158K	0.02%	223
2025 Q3	$546K	Sell	21,380 -793	-4%	-$20.2K	0.03%	177
2025 Q2	$559K	Sell	22,173 -200	-0.9%	-$4.99K	0.03%	159
2025 Q1	$560K	Buy	22,373 +1,096	+5%	+$27.5K	0.03%	143
2024 Q4	$532K	Sell	21,277 -3,566	-14%	-$89.7K	0.03%	145
2024 Q3	$633K	Buy	24,843 +630	+3%	+$15.9K	0.04%	139
2024 Q2	$602K	Sell	24,213 -18,076	-43%	-$450K	0.04%	127
2024 Q1	$1.07M	Buy	42,289 +7,513	+22%	+$191K	0.07%	95
2023 Q4	$890K	Buy	34,776 +12,920	+59%	+$317K	0.07%	100
2023 Q3	$522K	Buy	+21,856	New	+$537K	0.04%	127

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

Klingman & Associates's IBMR Position: Q2 2026 in Review

Klingman & Associates reduced its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 10% in Q2 2026, selling an estimated $39.9K and leaving 13,490 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #249.

Klingman & Associates first reported a position in IBMR in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.07M in Q1 2024. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

Klingman & Associates held 13,490 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $343K as of Q2 2026.
Klingman & Associates sold 1,575 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $39.9K.
iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #249 holding.
Klingman & Associates first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q3 2023 and has held it in 12 quarters since.
Klingman & Associates's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $1.07M 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 Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.