Royal Bank of Canada
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Royal Bank of Canada’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Royal Bank of Canada’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
Q1 		$2.85M Buy
112,331
+39,317
+54% +$1.01M ﹤0.01% 2842
2025
Q4 		$1.86M Buy
73,014
+61,884
+556% +$1.57M ﹤0.01% 3190
2025
Q3 		$285K Buy
11,130
+4,515
+68% +$115K ﹤0.01% 4863
2025
Q2 		$167K Buy
6,615
+79
+1% +$1.97K ﹤0.01% 5287
2025
Q1 		$164K Buy
6,536
+905
+16% +$22.7K ﹤0.01% 4847
2024
Q4 		$141K Buy
5,631
+1,068
+23% +$26.9K ﹤0.01% 5101
2024
Q3 		$116K Buy
4,563
+563
+14% +$14.2K ﹤0.01% 5237
2024
Q2 		$99K Hold
4,000
– – ﹤0.01% 5273
2024
Q1 		$101K Sell
4,000
-4,200
-51% -$107K ﹤0.01% 5177
2023
Q4 		$210K Buy
+8,200
New +$201K ﹤0.01% 5067

Other funds holding IBMR

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CIA
Covington Investment Advisors Ligonier, Pennsylvania $680M AUM 28.91% 1-Year Est. Return

Royal Bank of Canada's IBMR Position: Q1 2026 in Review

Royal Bank of Canada increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 54% in Q1 2026, buying an estimated $1.01M and bringing the position to 112,331 shares worth $2.85M. The position accounts for ﹤0.01% of the portfolio, ranked #2842.

Royal Bank of Canada first reported a position in IBMR in Q4 2023 and has held it in 10 quarters since. 129 funds tracked by Wall St. Rank hold IBMR as of Q1 2026.

  • Royal Bank of Canada held 112,331 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $2.85M as of Q1 2026.
  • Royal Bank of Canada bought 39,317 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q1 2026, an estimated $1.01M.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up ﹤0.01% of Royal Bank of Canada's portfolio in Q1 2026, its #2842 holding.
  • Royal Bank of Canada first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 129 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.