LPL Financial
IBMR icon

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

LPL Financial’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 		$7.14M Buy
281,078
+33,854
+14% +$858K ﹤0.01% 2465
2026
Q1 		$6.27M Buy
247,224
+52,589
+27% +$1.34M ﹤0.01% 2422
2025
Q4 		$4.95M Buy
194,635
+16,889
+10% +$429K ﹤0.01% 2544
2025
Q3 		$4.54M Buy
177,746
+14,527
+9% +$369K ﹤0.01% 2561
2025
Q2 		$4.12M Buy
163,219
+28,886
+22% +$721K ﹤0.01% 2474
2025
Q1 		$3.36M Buy
134,333
+43,098
+47% +$1.08M ﹤0.01% 2468
2024
Q4 		$2.28M Buy
91,235
+47,648
+109% +$1.2M ﹤0.01% 2744
2024
Q3 		$1.11M Buy
43,587
+24,403
+127% +$615K ﹤0.01% 3293
2024
Q2 		$477K Buy
19,184
+4,244
+28% +$106K ﹤0.01% 3915
2024
Q1 		$377K Buy
+14,940
New +$379K ﹤0.01% 4017

Other funds holding IBMR

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
P
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
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial's IBMR Position: Q2 2026 in Review

LPL Financial increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 14% in Q2 2026, buying an estimated $858K and bringing the position to 281,078 shares worth $7.14M. The position accounts for ﹤0.01% of the portfolio, ranked #2465.

LPL Financial first reported a position in IBMR in Q1 2024 and has held it in 10 quarters since. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

  • LPL Financial held 281,078 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $7.14M as of Q2 2026.
  • LPL Financial bought 33,854 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $858K.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2465 holding.
  • LPL Financial first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.