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PSI Advisors’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

PSI 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 		$350K Sell
13,800
-10,000
-42% -$254K 0.08% 111
2026
Q1 		$603K Sell
23,800
-27,000
-53% -$690K 0.14% 80
2025
Q4 		$1.29M Buy
+50,800
New +$1.29M 0.32% 41

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

PSI Advisors's IBMR Position: Q2 2026 in Review

PSI Advisors reduced its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 42% in Q2 2026, selling an estimated $254K and leaving 13,800 shares worth $350K. The position accounts for 0.08% of the portfolio, ranked #111.

PSI Advisors first reported a position in IBMR in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.29M in Q4 2025. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

  • PSI Advisors held 13,800 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $350K as of Q2 2026.
  • PSI Advisors sold 10,000 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $254K.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.08% of PSI Advisors's portfolio in Q2 2026, its #111 holding.
  • PSI Advisors first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • PSI Advisors's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $1.29M in Q4 2025.
  • 144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on PSI Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.