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Park Avenue Securities’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Park Avenue Securities’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 		$292K Hold
11,516
– – ﹤0.01% 1538
2026
Q1 		$292K Hold
11,516
– – ﹤0.01% 1326
2025
Q4 		$293K Hold
11,516
– – ﹤0.01% 1328
2025
Q3 		$294K Buy
+11,516
New +$293K ﹤0.01% 1427

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

Park Avenue Securities's IBMR Position: Q2 2026 in Review

Park Avenue Securities held its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) position steady in Q2 2026 at 11,516 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #1538.

Park Avenue Securities first reported a position in IBMR in Q3 2025 and has held it in 4 quarters since. The position peaked at $294K in Q3 2025. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

  • Park Avenue Securities held 11,516 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $292K as of Q2 2026.
  • Park Avenue Securities left its iShares iBonds Dec 2029 Term Muni Bond ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up ﹤0.01% of Park Avenue Securities's portfolio in Q2 2026, its #1538 holding.
  • Park Avenue Securities first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Park Avenue Securities's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $294K 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 Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.