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

Odyssey 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
Q2 		$3.59M Buy
+141,310
New +$3.58M 0.97% 28

Other funds holding IBMR

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
CIA
Covington Investment Advisors Ligonier, Pennsylvania $774M AUM 36.06% 1-Year Est. Return

Odyssey Group's IBMR Position: Q2 2026 in Review

Odyssey Group opened a new position in iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) in Q2 2026: 141,310 shares worth $3.59M. The stake represents 0.97% of the portfolio and ranks #28 among its holdings.

139 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

  • Odyssey Group held 141,310 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $3.59M as of Q2 2026.
  • iShares iBonds Dec 2029 Term Muni Bond ETF was a new Odyssey Group position in Q2 2026.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.97% of Odyssey Group's portfolio in Q2 2026, its #28 holding.
  • 139 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on Odyssey Group's 13F filing for Q2 2026, filed 14 Aug 2026.