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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
Q2 		$201K Sell
7,920
-3,696
-32% -$93.7K ﹤0.01% 3342
2026
Q1 		$294K Buy
+11,616
New +$297K ﹤0.01% 3041

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

Quantinno Capital Management's IBMR Position: Q2 2026 in Review

Quantinno Capital Management reduced its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 32% in Q2 2026, selling an estimated $93.7K and leaving 7,920 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #3342.

Quantinno Capital Management first reported a position in IBMR in Q1 2026 and has held it in 2 quarters since. The position peaked at $294K in Q1 2026. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

  • Quantinno Capital Management held 7,920 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $201K as of Q2 2026.
  • Quantinno Capital Management sold 3,696 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $93.7K.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up ﹤0.01% of Quantinno Capital Management's portfolio in Q2 2026, its #3342 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 2 quarters since.
  • Quantinno Capital Management's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $294K in Q1 2026.
  • 144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on Quantinno Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.