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Private Advisor Group’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Private Advisor Group’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 		– Sell
-12,532
Closed -$318K – 2696
2026
Q1 		$318K Hold
12,532
– – ﹤0.01% 2149
2025
Q4 		$319K Hold
12,532
– – ﹤0.01% 2120
2025
Q3 		$320K Buy
12,532
+3,408
+37% +$86.6K ﹤0.01% 2047
2025
Q2 		$230K Buy
+9,124
New +$228K ﹤0.01% 2143

Other funds holding IBMR

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
P
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
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Private Advisor Group's IBMR Position: Q2 2026 in Review

Private Advisor Group sold out of iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) in Q2 2026, closing a stake of 12,532 shares — an estimated $318K sold.

Private Advisor Group first reported a position in IBMR in Q2 2025 and held it in 4 quarters. The position peaked at $320K in Q3 2025. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

  • Private Advisor Group reported no remaining iShares iBonds Dec 2029 Term Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Private Advisor Group sold 12,532 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $318K.
  • Private Advisor Group first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q2 2025 and held it in 4 quarters.
  • Private Advisor Group's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $320K in Q3 2025.
  • 144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.