Trust Company’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Trust Company’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	$301K	Hold	11,863	–	–	0.03%	139
2026 Q1	$301K	Sell	11,863 -1,953	-14%	-$49.9K	0.03%	149
2025 Q4	$351K	Buy	13,816 +1	+0%	+$25	0.03%	136
2025 Q3	$353K	Hold	13,815	–	–	0.04%	107
2025 Q2	$349K	Hold	13,815	–	–	0.04%	111
2025 Q1	$346K	Buy	13,815 +3,995	+41%	+$100K	0.04%	114
2024 Q4	$245K	Buy	+9,820	New	+$247K	0.03%	131

Other funds holding IBMR

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return

Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM