Paradigm Strategies in Wealth Management’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Paradigm Strategies in Wealth Management’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	$512K	Buy	20,170 +2,173	+12%	+$55.1K	0.31%	40
2026 Q1	$456K	Buy	17,997 +449	+3%	+$11.5K	0.31%	36
2025 Q4	$446K	Buy	17,548 +1,890	+12%	+$48K	0.29%	37
2025 Q3	$400K	Buy	15,658 +983	+7%	+$25K	0.26%	38
2025 Q2	$370K	Buy	14,675 +5,229	+55%	+$130K	0.24%	37
2025 Q1	$237K	Buy	9,446 +597	+7%	+$15K	0.16%	45
2024 Q4	$221K	Hold	8,849	–	–	0.15%	46
2024 Q3	$226K	Buy	+8,849	New	+$223K	0.14%	48

Other funds holding IBMR

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

KNW

Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

LFS

Littlejohn Financial Services Roseburg, Oregon $138M AUM 19.07% 1-Year Est. Return

CPWM

Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Paradigm Strategies in Wealth Management's IBMR Position: Q2 2026 in Review

Paradigm Strategies in Wealth Management increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 12% in Q2 2026, buying an estimated $55.1K and bringing the position to 20,170 shares worth $512K. The position accounts for 0.31% of the portfolio, ranked #40.

Paradigm Strategies in Wealth Management first reported a position in IBMR in Q3 2024 and has held it in 8 quarters since. 46 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

Paradigm Strategies in Wealth Management held 20,170 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $512K as of Q2 2026.
Paradigm Strategies in Wealth Management bought 2,173 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $55.1K.
iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.31% of Paradigm Strategies in Wealth Management's portfolio in Q2 2026, its #40 holding.
Paradigm Strategies in Wealth Management first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q3 2024 and has held it in 8 quarters since.
46 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.