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Members Wealth’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Members Wealth’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 		$1.12M Buy
44,171
+19,086
+76% +$484K 0.61% 35
2026
Q1 		$638K Buy
25,085
+6,845
+38% +$175K 0.38% 50
2025
Q4 		$467K Hold
18,240
– – 0.29% 57
2025
Q3 		$465K Buy
+18,240
New +$464K 0.29% 56

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

Members Wealth's IBMR Position: Q2 2026 in Review

Members Wealth increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 76% in Q2 2026, buying an estimated $484K and bringing the position to 44,171 shares worth $1.12M. The position accounts for 0.61% of the portfolio, ranked #35.

Members Wealth first reported a position in IBMR in Q3 2025 and has held it in 4 quarters since. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

  • Members Wealth held 44,171 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $1.12M as of Q2 2026.
  • Members Wealth bought 19,086 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $484K.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.61% of Members Wealth's portfolio in Q2 2026, its #35 holding.
  • Members Wealth first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on Members Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.