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 Q3	$245K	Sell	9,923 -3,567	-26%	-$89.8K	0.01%	367
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

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $579M AUM 18.55% 1-Year Est. Return

Klingman & Associates's IBMR Position: Q3 2026 in Review

Klingman & Associates reduced its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 26% in Q3 2026, selling an estimated $89.8K and leaving 9,923 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #367.

Klingman & Associates first reported a position in IBMR in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.07M in Q1 2024. 48 funds tracked by Wall St. Rank hold IBMR as of Q3 2026.

Klingman & Associates held 9,923 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $245K as of Q3 2026.
Klingman & Associates sold 3,567 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q3 2026, an estimated $89.8K.
iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.01% of Klingman & Associates's portfolio in Q3 2026, its #367 holding.
Klingman & Associates first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q3 2023 and has held it in 13 quarters since.
Klingman & Associates's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $1.07M in Q1 2024.
48 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.