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 Q3	$1.69M	Buy	68,473 +24,302	+55%	+$612K	0.85%	27
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

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

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 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

Members Wealth's IBMR Position: Q3 2026 in Review

Members Wealth increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 55% in Q3 2026, buying an estimated $612K and bringing the position to 68,473 shares worth $1.69M. The position accounts for 0.85% of the portfolio, ranked #27.

Members Wealth first reported a position in IBMR in Q3 2025 and has held it in 5 quarters since. 65 funds tracked by Wall St. Rank hold IBMR as of Q3 2026.

Members Wealth held 68,473 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $1.69M as of Q3 2026.
Members Wealth bought 24,302 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q3 2026, an estimated $612K.
iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.85% of Members Wealth's portfolio in Q3 2026, its #27 holding.
Members Wealth first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q3 2025 and has held it in 5 quarters since.
65 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q3 2026.

Based on Members Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.