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

PFG Private 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 Q1	–	Sell	-20,633	Closed	-$525K	–	81
2025 Q4	$525K	Buy	+20,633	New	+$525K	0.23%	30
2025 Q3	–	Sell	-23,445	Closed	-$592K	–	139
2025 Q2	$592K	Hold	23,445	–	–	0.3%	25
2025 Q1	$587K	Buy	+23,445	New	+$588K	0.32%	24

Other funds holding IBMR

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

PFG Private Wealth Management's IBMR Position: Q1 2026 in Review

PFG Private Wealth Management sold out of iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) in Q1 2026, closing a stake of 20,633 shares — an estimated $525K sold.

PFG Private Wealth Management first reported a position in IBMR in Q1 2025 and held it in 3 quarters. The position peaked at $592K in Q2 2025. 129 funds tracked by Wall St. Rank hold IBMR as of Q1 2026.

PFG Private Wealth Management reported no remaining iShares iBonds Dec 2029 Term Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
PFG Private Wealth Management sold 20,633 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q1 2026, an estimated $525K.
PFG Private Wealth Management first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q1 2025 and held it in 3 quarters.
PFG Private Wealth Management's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $592K in Q2 2025.
129 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q1 2026.

Based on PFG Private Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.