Rossmore Private Capital’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Rossmore Private Capital’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	$1.2M	Buy	47,408 +371	+0.8%	+$9.4K	0.1%	140
2026 Q1	$1.19M	Buy	47,037 +8,321	+21%	+$213K	0.1%	128
2025 Q4	$985K	Buy	38,716 +28,769	+289%	+$731K	0.09%	147
2025 Q3	$254K	Buy	9,947 +1,376	+16%	+$35K	0.03%	240
2025 Q2	$216K	Buy	+8,571	New	+$214K	0.03%	247

Other funds holding IBMR

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

KNW

Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

Rossmore Private Capital's IBMR Position: Q2 2026 in Review

Rossmore Private Capital increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 0.79% in Q2 2026, buying an estimated $9.4K and bringing the position to 47,408 shares worth $1.2M. The position accounts for 0.1% of the portfolio, ranked #140.

Rossmore Private Capital first reported a position in IBMR in Q2 2025 and has held it in 5 quarters since. 75 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

Rossmore Private Capital held 47,408 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $1.2M as of Q2 2026.
Rossmore Private Capital bought 371 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $9.4K.
iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.1% of Rossmore Private Capital's portfolio in Q2 2026, its #140 holding.
Rossmore Private Capital first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
75 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on Rossmore Private Capital's 13F filing for Q2 2026, filed 31 Jul 2026.