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

Moulton 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
2026
Q2 		– Sell
-95,473
Closed -$2.08M – 67
2026
Q1 		$2.08M Buy
+95,473
New +$2.44M 1.42% 20

Other funds holding IBMR

P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
BSAM
Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return

Moulton Wealth Management's IBMR Position: Q2 2026 in Review

Moulton Wealth Management sold out of iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) in Q2 2026, closing a stake of 95,473 shares — an estimated $2.08M sold.

Moulton Wealth Management first reported a position in IBMR in Q1 2026 and held it in 1 quarter. The position peaked at $2.08M in Q1 2026. 31 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

  • Moulton Wealth Management reported no remaining iShares iBonds Dec 2029 Term Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Moulton Wealth Management sold 95,473 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $2.08M.
  • Moulton Wealth Management first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q1 2026 and held it in 1 quarter.
  • Moulton Wealth Management's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $2.08M in Q1 2026.
  • 31 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on Moulton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.