KA
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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
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
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