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

OneDigital Investment 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
Q1 		$701K Sell
27,658
-4,100
-13% -$105K 0.01% 816
2025
Q4 		$808K Buy
+31,758
New +$807K 0.01% 751

Other funds holding IBMR

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CIA
Covington Investment Advisors Ligonier, Pennsylvania $680M AUM 28.91% 1-Year Est. Return

OneDigital Investment Advisors's IBMR Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 13% in Q1 2026, selling an estimated $105K and leaving 27,658 shares worth $701K. The position accounts for 0.01% of the portfolio, ranked #816.

OneDigital Investment Advisors first reported a position in IBMR in Q4 2025 and has held it in 2 quarters since. The position peaked at $808K in Q4 2025. 129 funds tracked by Wall St. Rank hold IBMR as of Q1 2026.

  • OneDigital Investment Advisors held 27,658 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $701K as of Q1 2026.
  • OneDigital Investment Advisors sold 4,100 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q1 2026, an estimated $105K.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #816 holding.
  • OneDigital Investment Advisors first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • OneDigital Investment Advisors's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $808K in Q4 2025.
  • 129 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.