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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
Q2 		$77.4K Hold
3,048
– – ﹤0.01% 2725
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 $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
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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Steward Partners Investment Advisory's IBMR Position: Q2 2026 in Review

Steward Partners Investment Advisory held its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) position steady in Q2 2026 at 3,048 shares worth $77.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2725.

Steward Partners Investment Advisory first reported a position in IBMR in Q2 2023 and has held it in 13 quarters since. The position peaked at $77.8K in Q3 2025. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

  • Steward Partners Investment Advisory held 3,048 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $77.4K as of Q2 2026.
  • Steward Partners Investment Advisory 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 ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2725 holding.
  • Steward Partners Investment Advisory first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Steward Partners Investment Advisory's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $77.8K 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 Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.