Stifel Financial
IBMR icon

Stifel Financial’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Stifel Financial’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 		$4.37M Buy
172,241
+8,644
+5% +$221K ﹤0.01% 1423
2025
Q4 		$4.16M Buy
163,597
+32,517
+25% +$827K ﹤0.01% 1430
2025
Q3 		$3.35M Buy
131,080
+8,900
+7% +$226K ﹤0.01% 1536
2025
Q2 		$3.08M Buy
122,180
+94,692
+344% +$2.36M ﹤0.01% 1538
2025
Q1 		$688K Buy
27,488
+4,296
+19% +$108K ﹤0.01% 2469
2024
Q4 		$579K Buy
+23,192
New +$584K ﹤0.01% 2591
2024
Q2 		– Sell
-12,686
Closed -$320K – 3411
2024
Q1 		$320K Buy
12,686
+1,186
+10% +$30.1K ﹤0.01% 2873
2023
Q4 		$294K Buy
+11,500
New +$282K ﹤0.01% 2862

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