Sonata Capital Group
IBMR icon

Sonata Capital Group’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Sonata Capital 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
Q3 		$712K Buy
28,808
+9,135
+46% +$230K 0.23% 67
2026
Q2 		$499K Hold
19,673
– – 0.16% 79
2026
Q1 		$499K Buy
+19,673
New +$503K 0.18% 76

Other funds holding IBMR

Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Sonata Capital Group's IBMR Position: Q3 2026 in Review

Sonata Capital Group increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 46% in Q3 2026, buying an estimated $230K and bringing the position to 28,808 shares worth $712K. The position accounts for 0.23% of the portfolio, ranked #67.

Sonata Capital Group first reported a position in IBMR in Q1 2026 and has held it in 3 quarters since. 97 funds tracked by Wall St. Rank hold IBMR as of Q3 2026.

  • Sonata Capital Group held 28,808 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $712K as of Q3 2026.
  • Sonata Capital Group bought 9,135 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q3 2026, an estimated $230K.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.23% of Sonata Capital Group's portfolio in Q3 2026, its #67 holding.
  • Sonata Capital Group first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 97 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q3 2026.

Based on Sonata Capital Group's 13F filing for Q3 2026, filed 19 Oct 2026.