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

Noble Wealth Management PBC’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 		$27.9K Sell
1,100
-900
-45% -$22.8K 0.01% 345
2026
Q1 		$50.7K Hold
2,000
– – 0.03% 261
2025
Q4 		$50.9K Hold
2,000
– – 0.03% 264
2025
Q3 		$51.1K Buy
+2,000
New +$50.8K 0.03% 251
2025
Q1 		$50.1K Hold
2,000
– – 0.03% 209
2024
Q4 		$50K Buy
+2,000
New +$50.3K 0.03% 197

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

Noble Wealth Management PBC's IBMR Position: Q2 2026 in Review

Noble Wealth Management PBC reduced its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 45% in Q2 2026, selling an estimated $22.8K and leaving 1,100 shares worth $27.9K. The position accounts for 0.01% of the portfolio, ranked #345.

Noble Wealth Management PBC first reported a position in IBMR in Q4 2024 and has held it in 6 quarters since. The position peaked at $51.1K in Q3 2025. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

  • Noble Wealth Management PBC held 1,100 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $27.9K as of Q2 2026.
  • Noble Wealth Management PBC sold 900 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $22.8K.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.01% of Noble Wealth Management PBC's portfolio in Q2 2026, its #345 holding.
  • Noble Wealth Management PBC first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Noble Wealth Management PBC's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $51.1K in Q3 2025.
  • 144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.