SWMG
IBMR icon

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
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 $9.79B 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 $501B 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 $25.5B AUM 19.2% 1-Year Est. Return
CIA
Covington Investment Advisors Ligonier, Pennsylvania $680M AUM 28.91% 1-Year Est. Return