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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
Q2 		$499K Hold
19,673
– – 0.16% 79
2026
Q1 		$499K Buy
+19,673
New +$503K 0.18% 76

Other funds holding IBMR

P
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
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
KNW
Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
LFS
Littlejohn Financial Services Roseburg, Oregon $138M AUM 19.07% 1-Year Est. Return

Sonata Capital Group's IBMR Position: Q2 2026 in Review

Sonata Capital Group held its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) position steady in Q2 2026 at 19,673 shares worth $499K. The position accounts for 0.16% of the portfolio, ranked #79.

Sonata Capital Group first reported a position in IBMR in Q1 2026 and has held it in 2 quarters since. 70 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

  • Sonata Capital Group held 19,673 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $499K as of Q2 2026.
  • Sonata Capital Group 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 0.16% of Sonata Capital Group's portfolio in Q2 2026, its #79 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 2 quarters since.
  • 70 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on Sonata Capital Group's 13F filing for Q2 2026, filed 24 Jul 2026.