Snowden Capital Advisors’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Snowden Capital Advisors’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	$787K	Hold	31,000	–	–	0.02%	668
2026 Q1	$786K	Hold	31,000	–	–	0.02%	606
2025 Q4	$788K	Hold	31,000	–	–	0.02%	617
2025 Q3	$791K	Hold	31,000	–	–	0.02%	596
2025 Q2	$782K	Hold	31,000	–	–	0.02%	596
2025 Q1	$776K	Hold	31,000	–	–	0.02%	589
2024 Q4	$774K	Hold	31,000	–	–	0.02%	596
2024 Q3	$790K	Hold	31,000	–	–	0.02%	595
2024 Q2	$771K	Hold	31,000	–	–	0.02%	596
2024 Q1	$783K	Buy	+31,000	New	+$787K	0.02%	577

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

Snowden Capital Advisors's IBMR Position: Q2 2026 in Review

Snowden Capital Advisors held its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) position steady in Q2 2026 at 31,000 shares worth $787K. The position accounts for 0.02% of the portfolio, ranked #668.

Snowden Capital Advisors first reported a position in IBMR in Q1 2024 and has held it in 10 quarters since. The position peaked at $791K in Q3 2025. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

Snowden Capital Advisors held 31,000 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $787K as of Q2 2026.
Snowden Capital Advisors 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 0.02% of Snowden Capital Advisors's portfolio in Q2 2026, its #668 holding.
Snowden Capital Advisors first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
Snowden Capital Advisors's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $791K 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 Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.