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

Praetorian 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 Q2	$6.43M	Buy	253,195 +4,388	+2%	+$111K	1.11%	21
2026 Q1	$6.31M	Buy	248,807 +43,286	+21%	+$1.11M	1.2%	22
2025 Q4	$5.23M	Buy	205,521 +30,120	+17%	+$766K	1.04%	25
2025 Q3	$4.48M	Buy	175,401 +1,530	+0.9%	+$38.9K	0.92%	25
2025 Q2	$4.69M	Buy	173,871 +6,006	+4%	+$150K	1.08%	24
2025 Q1	$4.2M	Buy	167,865 +14,177	+9%	+$356K	1.02%	26
2024 Q4	$3.84M	Buy	153,688 +35,420	+30%	+$891K	0.93%	28
2024 Q3	$3.01M	Buy	118,268 +11,444	+11%	+$288K	0.75%	30
2024 Q2	$2.66M	Buy	106,824 +16,291	+18%	+$405K	0.68%	31
2024 Q1	$2.29M	Buy	90,533 +48,464	+115%	+$1.23M	0.61%	32
2023 Q4	$1.08M	Buy	+42,069	New	+$1.03M	0.31%	34

Other funds holding IBMR

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

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return

Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM