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 Q2	$250K	Sell	9,858 -13,706	-58%	-$347K	﹤0.01%	272
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 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

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

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 Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PGIM Custom Harvest's IBMR Position: Q2 2026 in Review

PGIM Custom Harvest reduced its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 58% in Q2 2026, selling an estimated $347K and leaving 9,858 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #272.

PGIM Custom Harvest first reported a position in IBMR in Q4 2023 and has held it in 9 quarters since. The position peaked at $667K in Q2 2025. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

PGIM Custom Harvest held 9,858 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $250K as of Q2 2026.
PGIM Custom Harvest sold 13,706 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $347K.
iShares iBonds Dec 2029 Term Muni Bond ETF made up ﹤0.01% of PGIM Custom Harvest's portfolio in Q2 2026, its #272 holding.
PGIM Custom Harvest first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2023 and has held it in 9 quarters since.
PGIM Custom Harvest's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $667K in Q2 2025.
144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on PGIM Custom Harvest's 13F filing for Q2 2026, filed 13 Aug 2026.