Princeton Global Asset Management’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Princeton Global Asset 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	$131K	Buy	5,145 +3,945	+329%	+$100K	0.02%	265
2026 Q1	$30.4K	Hold	1,200	–	–	0.01%	423
2025 Q4	$30.5K	Buy	1,200 +100	+9%	+$2.54K	﹤0.01%	419
2025 Q3	$28.1K	Hold	1,100	–	–	﹤0.01%	402
2025 Q2	$27.8K	Hold	1,100	–	–	0.01%	385
2025 Q1	$27.5K	Buy	+1,100	New	+$27.6K	0.01%	366

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

Princeton Global Asset Management's IBMR Position: Q2 2026 in Review

Princeton Global Asset Management increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 329% in Q2 2026, buying an estimated $100K and bringing the position to 5,145 shares worth $131K. The position accounts for 0.02% of the portfolio, ranked #265.

Princeton Global Asset Management first reported a position in IBMR in Q1 2025 and has held it in 6 quarters since. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

Princeton Global Asset Management held 5,145 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $131K as of Q2 2026.
Princeton Global Asset Management bought 3,945 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $100K.
iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.02% of Princeton Global Asset Management's portfolio in Q2 2026, its #265 holding.
Princeton Global Asset Management first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.