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

Sax Wealth 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
2025
Q1 		– Sell
-60,061
Closed -$1.38M – 375
2024
Q4 		$1.38M Buy
+60,061
New +$1.51M 0.11% 94

Other funds holding IBMR

CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Sax Wealth Advisors's IBMR Position: Q1 2025 in Review

Sax Wealth Advisors sold out of iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) in Q1 2025, closing a stake of 60,061 shares — an estimated $1.38M sold.

Sax Wealth Advisors first reported a position in IBMR in Q4 2024 and held it in 1 quarter. The position peaked at $1.38M in Q4 2024. 96 funds tracked by Wall St. Rank hold IBMR as of Q1 2025.

  • Sax Wealth Advisors reported no remaining iShares iBonds Dec 2029 Term Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Sax Wealth Advisors sold 60,061 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q1 2025, an estimated $1.38M.
  • Sax Wealth Advisors first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2024 and held it in 1 quarter.
  • Sax Wealth Advisors's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $1.38M in Q4 2024.
  • 96 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q1 2025.

Based on Sax Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.