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Precision Wealth Strategies’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Precision Wealth Strategies’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
-10,213
Closed -$258K – 184
2025
Q2 		$258K Buy
+10,213
New +$255K 0.08% 151

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

Precision Wealth Strategies's IBMR Position: Q3 2025 in Review

Precision Wealth Strategies sold out of iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) in Q3 2025, closing a stake of 10,213 shares — an estimated $258K sold.

Precision Wealth Strategies first reported a position in IBMR in Q2 2025 and held it in 1 quarter. The position peaked at $258K in Q2 2025. 113 funds tracked by Wall St. Rank hold IBMR as of Q3 2025.

  • Precision Wealth Strategies reported no remaining iShares iBonds Dec 2029 Term Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Precision Wealth Strategies sold 10,213 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q3 2025, an estimated $258K.
  • Precision Wealth Strategies first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q2 2025 and held it in 1 quarter.
  • Precision Wealth Strategies's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $258K 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 Precision Wealth Strategies's 13F filing for Q3 2025, filed 16 Oct 2025.