NewEdge Advisors’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

NewEdge Advisors’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	$1.62M	Sell	63,985 -5,697	-8%	-$144K	﹤0.01%	1335
2026 Q1	$1.77M	Sell	69,682 -16,008	-19%	-$409K	0.01%	1177
2025 Q4	$2.18M	Buy	85,690 +1,667	+2%	+$42.4K	0.01%	1032
2025 Q3	$2.15M	Buy	84,023 +1,106	+1%	+$28.1K	0.01%	980
2025 Q2	$2.09M	Sell	82,917 -1,436	-2%	-$35.8K	0.01%	914
2025 Q1	$2.11M	Sell	84,353 -21,499	-20%	-$539K	0.01%	840
2024 Q4	$2.64M	Buy	+105,852	New	+$2.66M	0.02%	709
2023 Q4	–	Sell	-358,586	Closed	-$7.85M	–	3808
2023 Q3	$7.85M	Buy	+358,586	New	+$8.81M	0.09%	229

Other funds holding IBMR

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

NewEdge Advisors's IBMR Position: Q2 2026 in Review

NewEdge Advisors reduced its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 8.2% in Q2 2026, selling an estimated $144K and leaving 63,985 shares worth $1.62M. The position accounts for ﹤0.01% of the portfolio, ranked #1335.

NewEdge Advisors first reported a position in IBMR in Q3 2023 and has held it in 8 quarters since. The position peaked at $7.85M in Q3 2023. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

NewEdge Advisors held 63,985 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $1.62M as of Q2 2026.
NewEdge Advisors sold 5,697 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $144K.
iShares iBonds Dec 2029 Term Muni Bond ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1335 holding.
NewEdge Advisors first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q3 2023 and has held it in 8 quarters since.
NewEdge Advisors's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $7.85M in Q3 2023.
144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.