Smith, Moore & Co’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Smith, Moore & Co’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	$590K	Buy	23,253 +2,199	+10%	+$55.7K	0.04%	319
2026 Q1	$534K	Buy	21,054 +2,516	+14%	+$64.3K	0.04%	320
2025 Q4	$471K	Buy	18,538 +266	+1%	+$6.76K	0.04%	328
2025 Q3	$466K	Buy	18,272 +3,981	+28%	+$101K	0.04%	323
2025 Q2	$361K	Buy	+14,291	New	+$357K	0.03%	357

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

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

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

Smith, Moore & Co's IBMR Position: Q2 2026 in Review

Smith, Moore & Co increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 10% in Q2 2026, buying an estimated $55.7K and bringing the position to 23,253 shares worth $590K. The position accounts for 0.04% of the portfolio, ranked #319.

Smith, Moore & Co first reported a position in IBMR in Q2 2025 and has held it in 5 quarters since. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

Smith, Moore & Co held 23,253 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $590K as of Q2 2026.
Smith, Moore & Co bought 2,199 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $55.7K.
iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.04% of Smith, Moore & Co's portfolio in Q2 2026, its #319 holding.
Smith, Moore & Co first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.