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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
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
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 $10.9B 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 $530B 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 $32.7B AUM 19.2% 1-Year Est. Return
CIA
Covington Investment Advisors Ligonier, Pennsylvania $680M AUM 28.91% 1-Year Est. Return

Smith, Moore & Co's IBMR Position: Q1 2026 in Review

Smith, Moore & Co increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 14% in Q1 2026, buying an estimated $64.3K and bringing the position to 21,054 shares worth $534K. The position accounts for 0.04% of the portfolio, ranked #320.

Smith, Moore & Co first reported a position in IBMR in Q2 2025 and has held it in 4 quarters since. 129 funds tracked by Wall St. Rank hold IBMR as of Q1 2026.

  • Smith, Moore & Co held 21,054 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $534K as of Q1 2026.
  • Smith, Moore & Co bought 2,516 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q1 2026, an estimated $64.3K.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.04% of Smith, Moore & Co's portfolio in Q1 2026, its #320 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 4 quarters since.
  • 129 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.