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Littlejohn Financial Services’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Littlejohn Financial 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
Q2 		$3.3M Buy
+142,624
New +$3.62M 2.4% 8

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
KNW
Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Littlejohn Financial Services's IBMR Position: Q2 2026 in Review

Littlejohn Financial Services opened a new position in iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) in Q2 2026: 142,624 shares worth $3.3M. The stake represents 2.4% of the portfolio and ranks #8 among its holdings.

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

  • Littlejohn Financial Services held 142,624 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $3.3M as of Q2 2026.
  • iShares iBonds Dec 2029 Term Muni Bond ETF was a new Littlejohn Financial Services position in Q2 2026.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up 2.4% of Littlejohn Financial Services's portfolio in Q2 2026, its #8 holding.
  • 46 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on Littlejohn Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.