PCH
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PGIM Custom Harvest’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

PGIM Custom Harvest’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 		$597K Sell
23,564
-1,407
-6% -$36K 0.01% 160
2025
Q4 		$635K Sell
24,971
-498
-2% -$12.7K 0.01% 150
2025
Q3 		$650K Sell
25,469
-952
-4% -$24.2K 0.01% 146
2025
Q2 		$667K Buy
26,421
+9,564
+57% +$239K 0.01% 133
2025
Q1 		$422K Buy
+16,857
New +$423K 0.01% 160
2024
Q3 		– Sell
-13,950
Closed -$347K – 252
2024
Q2 		$347K Buy
13,950
+5,191
+59% +$129K 0.01% 168
2024
Q1 		$221K Sell
8,759
-71
-0.8% -$1.8K 0.01% 196
2023
Q4 		$226K Buy
+8,830
New +$216K 0.01% 175

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 $9.79B 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 $501B 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 $25.5B AUM 19.2% 1-Year Est. Return
CIA
Covington Investment Advisors Ligonier, Pennsylvania $680M AUM 28.91% 1-Year Est. Return