Prime Capital Investment Advisors’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Prime Capital Investment Advisors’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	$204K	Sell	8,023 -11,808	-60%	-$299K	﹤0.01%	1022
2026 Q1	$503K	Sell	19,831 -666	-3%	-$17K	0.01%	673
2025 Q4	$521K	Buy	20,497 +853	+4%	+$21.7K	0.01%	641
2025 Q3	$502K	Sell	19,644 -1,393	-7%	-$35.4K	0.01%	636
2025 Q2	$531K	Sell	21,037 -265	-1%	-$6.61K	0.01%	603
2025 Q1	$533K	Buy	+21,302	New	+$534K	0.01%	649
2024 Q3	–	Sell	-13,950	Closed	-$347K	–	947
2024 Q2	$347K	Buy	13,950 +5,191	+59%	+$129K	0.01%	679
2024 Q1	$221K	Sell	8,759 -71	-0.8%	-$1.8K	﹤0.01%	892
2023 Q4	$226K	Buy	+8,830	New	+$216K	﹤0.01%	841

Other funds holding IBMR

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Prime Capital Investment Advisors's IBMR Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 60% in Q2 2026, selling an estimated $299K and leaving 8,023 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #1022.

Prime Capital Investment Advisors first reported a position in IBMR in Q4 2023 and has held it in 9 quarters since. The position peaked at $533K in Q1 2025. 112 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

Prime Capital Investment Advisors held 8,023 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $204K as of Q2 2026.
Prime Capital Investment Advisors sold 11,808 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $299K.
iShares iBonds Dec 2029 Term Muni Bond ETF made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #1022 holding.
Prime Capital Investment Advisors first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2023 and has held it in 9 quarters since.
Prime Capital Investment Advisors's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $533K in Q1 2025.
112 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.