MWM
IBMR icon

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

Meridian Wealth Management’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
2025
Q4 		– Sell
-10,312
Closed -$263K – 767
2025
Q3 		$263K Buy
10,312
+1,402
+16% +$35.6K 0.01% 613
2025
Q2 		$225K Buy
+8,910
New +$222K 0.01% 622

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
CIA
Covington Investment Advisors Ligonier, Pennsylvania $774M AUM 36.06% 1-Year Est. Return

Meridian Wealth Management's IBMR Position: Q4 2025 in Review

Meridian Wealth Management sold out of iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) in Q4 2025, closing a stake of 10,312 shares — an estimated $263K sold.

Meridian Wealth Management first reported a position in IBMR in Q2 2025 and held it in 2 quarters. The position peaked at $263K in Q3 2025. 119 funds tracked by Wall St. Rank hold IBMR as of Q4 2025.

  • Meridian Wealth Management reported no remaining iShares iBonds Dec 2029 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Meridian Wealth Management sold 10,312 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q4 2025, an estimated $263K.
  • Meridian Wealth Management first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q2 2025 and held it in 2 quarters.
  • Meridian Wealth Management's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $263K in Q3 2025.
  • 119 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q4 2025.

Based on Meridian Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.