SWM
IBMR icon

Segment Wealth Management’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Segment Wealth 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 		$247K Hold
9,720
– – 0.01% 289
2026
Q1 		$246K Hold
9,720
– – 0.01% 279
2025
Q4 		$247K Hold
9,720
– – 0.01% 286
2025
Q3 		$248K Hold
9,720
– – 0.01% 262
2025
Q2 		$245K Hold
9,720
– – 0.02% 263
2025
Q1 		$243K Hold
9,720
– – 0.02% 259
2024
Q4 		$243K Buy
+9,720
New +$245K 0.02% 239

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

Segment Wealth Management's IBMR Position: Q2 2026 in Review

Segment Wealth Management held its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) position steady in Q2 2026 at 9,720 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #289.

Segment Wealth Management first reported a position in IBMR in Q4 2024 and has held it in 7 quarters since. The position peaked at $248K in Q3 2025. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

  • Segment Wealth Management held 9,720 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $247K as of Q2 2026.
  • Segment Wealth Management left its iShares iBonds Dec 2029 Term Muni Bond ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.01% of Segment Wealth Management's portfolio in Q2 2026, its #289 holding.
  • Segment Wealth Management first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Segment Wealth Management's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $248K in Q3 2025.
  • 144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.