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

Signature Wealth Management Group’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	$697K	Sell	27,476 -4,282	-13%	-$109K	0.26%	83
2025 Q4	$808K	Buy	31,758 +233	+0.7%	+$5.92K	0.33%	70
2025 Q3	$805K	Sell	31,525 -51	-0.2%	-$1.3K	0.31%	74
2025 Q2	$797K	Buy	31,576 +2,025	+7%	+$50.5K	0.31%	74
2025 Q1	$740K	Buy	29,551 +2,035	+7%	+$51K	0.29%	79
2024 Q4	$687K	Buy	27,516 +15,301	+125%	+$385K	0.28%	79
2024 Q3	$311K	Sell	12,215 -2,422	-17%	-$61K	0.12%	94
2024 Q2	$364K	Buy	14,637 +689	+5%	+$17.1K	0.16%	89
2024 Q1	$348K	Buy	+13,948	New	+$354K	0.16%	91

Other funds holding IBMR

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

CIA

Covington Investment Advisors Ligonier, Pennsylvania $774M AUM 36.06% 1-Year Est. Return

Signature Wealth Management Group's IBMR Position: Q1 2026 in Review

Signature Wealth Management Group reduced its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 13% in Q1 2026, selling an estimated $109K and leaving 27,476 shares worth $697K. The position accounts for 0.26% of the portfolio, ranked #83.

Signature Wealth Management Group first reported a position in IBMR in Q1 2024 and has held it in 9 quarters since. The position peaked at $808K in Q4 2025. 129 funds tracked by Wall St. Rank hold IBMR as of Q1 2026.

Signature Wealth Management Group held 27,476 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $697K as of Q1 2026.
Signature Wealth Management Group sold 4,282 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q1 2026, an estimated $109K.
iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.26% of Signature Wealth Management Group's portfolio in Q1 2026, its #83 holding.
Signature Wealth Management Group first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q1 2024 and has held it in 9 quarters since.
Signature Wealth Management Group's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $808K in Q4 2025.
129 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.