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
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 $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