PWM
IBMR icon

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

Partners 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
2025
Q3 		– Sell
-21,536
Closed -$539K – 131
2025
Q2 		$539K Hold
21,536
– – 0.61% 48
2025
Q1 		$539K Hold
21,536
– – 0.61% 48
2024
Q4 		$538K Buy
+21,536
New +$542K 0.61% 48

Other funds holding IBMR

CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VBFG
Vishria Bird Financial Group Memphis, Tennessee $510M AUM 12.05% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Partners Wealth Management's IBMR Position: Q3 2025 in Review

Partners Wealth Management sold out of iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) in Q3 2025, closing a stake of 21,536 shares — an estimated $539K sold.

Partners Wealth Management first reported a position in IBMR in Q4 2024 and held it in 3 quarters. The position peaked at $539K in Q2 2025. 113 funds tracked by Wall St. Rank hold IBMR as of Q3 2025.

  • Partners Wealth Management reported no remaining iShares iBonds Dec 2029 Term Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Partners Wealth Management sold 21,536 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q3 2025, an estimated $539K.
  • Partners Wealth Management first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2024 and held it in 3 quarters.
  • Partners Wealth Management's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $539K in Q2 2025.
  • 113 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q3 2025.

Based on Partners Wealth Management's 13F filing for Q3 2025, filed 29 Oct 2025.