Quantinno Capital Management
IBMR icon

Quantinno Capital Management’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Quantinno Capital 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
Q3 		$295K Buy
11,920
+4,000
+51% +$101K ﹤0.01% 3388
2026
Q2 		$201K Sell
7,920
-3,696
-32% -$93.7K ﹤0.01% 3342
2026
Q1 		$294K Buy
+11,616
New +$297K ﹤0.01% 3041

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HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Paradiem
Paradiem Covington, Louisiana $459M AUM 33.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return
CIA
Covington Investment Advisors Ligonier, Pennsylvania $799M AUM 27.46% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Quantinno Capital Management's IBMR Position: Q3 2026 in Review

Quantinno Capital Management increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 51% in Q3 2026, buying an estimated $101K and bringing the position to 11,920 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #3388.

Quantinno Capital Management first reported a position in IBMR in Q1 2026 and has held it in 3 quarters since. 132 funds tracked by Wall St. Rank hold IBMR as of Q3 2026.

  • Quantinno Capital Management held 11,920 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $295K as of Q3 2026.
  • Quantinno Capital Management bought 4,000 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q3 2026, an estimated $101K.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up ﹤0.01% of Quantinno Capital Management's portfolio in Q3 2026, its #3388 holding.
  • Quantinno Capital Management first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 132 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q3 2026.

Based on Quantinno Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.