Novem Group’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Novem Group’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	$8.43M	Buy	+371,342	New	+$9.35M	0.84%	26

Other funds holding IBMR

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

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

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $579M AUM 18.55% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

Novem Group's IBMR Position: Q3 2026 in Review

Novem Group opened a new position in iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) in Q3 2026: 371,342 shares worth $8.43M. The stake represents 0.84% of the portfolio and ranks #26 among its holdings.

47 funds tracked by Wall St. Rank hold IBMR as of Q3 2026.

Novem Group held 371,342 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $8.43M as of Q3 2026.
iShares iBonds Dec 2029 Term Muni Bond ETF was a new Novem Group position in Q3 2026.
iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.84% of Novem Group's portfolio in Q3 2026, its #26 holding.
47 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q3 2026.

Based on Novem Group's 13F filing for Q3 2026, filed 19 Oct 2026.