SPIA
IBMR icon

Steward Partners Investment Advisory’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Steward Partners Investment Advisory’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 		$77.3K Hold
3,048
– – ﹤0.01% 2531
2025
Q4 		$77.5K Hold
3,048
– – ﹤0.01% 2438
2025
Q3 		$77.8K Hold
3,048
– – ﹤0.01% 2383
2025
Q2 		$76.9K Buy
3,048
+2,952
+3,075% +$73.7K ﹤0.01% 2259
2025
Q1 		$2.4K Sell
96
-961
-91% -$24.1K ﹤0.01% 3605
2024
Q4 		$26.4K Sell
1,057
-488
-32% -$12.3K ﹤0.01% 2648
2024
Q3 		$39.4K Hold
1,545
– – ﹤0.01% 2354
2024
Q2 		$38.4K Hold
1,545
– – ﹤0.01% 2229
2024
Q1 		$39K Hold
1,545
– – ﹤0.01% 2228
2023
Q4 		$39.6K Hold
1,545
– – ﹤0.01% 2094
2023
Q3 		$36.9K Buy
1,545
+808
+110% +$19.8K ﹤0.01% 2046
2023
Q2 		$18.3K Buy
+737
New +$18.2K ﹤0.01% 2332

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 $9.79B 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 $501B 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 $25.5B AUM 19.2% 1-Year Est. Return
CIA
Covington Investment Advisors Ligonier, Pennsylvania $680M AUM 28.91% 1-Year Est. Return