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Summit Wealth Partners’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Summit Wealth Partners’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
Q2 		– Sell
-14,828
Closed -$343K – 215
2025
Q1 		$343K Buy
+14,828
New +$372K 0.07% 161

Other funds holding IBMR

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Summit Wealth Partners's IBMR Position: Q2 2025 in Review

Summit Wealth Partners sold out of iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) in Q2 2025, closing a stake of 14,828 shares — an estimated $343K sold.

Summit Wealth Partners first reported a position in IBMR in Q1 2025 and held it in 1 quarter. The position peaked at $343K in Q1 2025. 107 funds tracked by Wall St. Rank hold IBMR as of Q2 2025.

  • Summit Wealth Partners reported no remaining iShares iBonds Dec 2029 Term Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Summit Wealth Partners sold 14,828 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2025, an estimated $343K.
  • Summit Wealth Partners first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q1 2025 and held it in 1 quarter.
  • Summit Wealth Partners's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $343K in Q1 2025.
  • 107 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2025.

Based on Summit Wealth Partners's 13F filing for Q2 2025, filed 11 Aug 2025.