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Stephens Consulting’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Stephens Consulting’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
2025
Q4 		$8.04K Hold
316
– – ﹤0.01% 257
2025
Q3 		$8.07K Hold
316
– – ﹤0.01% 240
2025
Q2 		$7.97K Hold
316
– – ﹤0.01% 349
2025
Q1 		$7.91K Hold
316
– – ﹤0.01% 349
2024
Q4 		$7.89K Buy
+316
New +$7.95K ﹤0.01% 374

Other funds holding IBMR

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
CIA
Covington Investment Advisors Ligonier, Pennsylvania $774M AUM 36.06% 1-Year Est. Return

Stephens Consulting's IBMR Position: Q4 2025 in Review

Stephens Consulting held its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) position steady in Q4 2025 at 316 shares worth $8.04K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

Stephens Consulting first reported a position in IBMR in Q4 2024 and has held it in 5 quarters since. The position peaked at $8.07K in Q3 2025. 119 funds tracked by Wall St. Rank hold IBMR as of Q4 2025.

  • Stephens Consulting held 316 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $8.04K as of Q4 2025.
  • Stephens Consulting left its iShares iBonds Dec 2029 Term Muni Bond ETF share count unchanged in Q4 2025.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #257 holding.
  • Stephens Consulting first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • Stephens Consulting's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $8.07K in Q3 2025.
  • 119 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.