UBS Group
IBMR icon

UBS Group’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

UBS Group’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 		$5.68M Sell
224,128
-74,417
-25% -$1.9M ﹤0.01% 3943
2025
Q4 		$7.59M Sell
298,545
-15,216
-5% -$387K ﹤0.01% 3593
2025
Q3 		$8.01M Sell
313,761
-2,350
-0.7% -$59.7K ﹤0.01% 3538
2025
Q2 		$7.98M Sell
316,111
-23,204
-7% -$579K ﹤0.01% 3344
2025
Q1 		$8.5M Buy
339,315
+84,113
+33% +$2.11M ﹤0.01% 3225
2024
Q4 		$6.37M Buy
255,202
+148,229
+139% +$3.73M ﹤0.01% 3556
2024
Q3 		$2.73M Buy
106,973
+15,880
+17% +$400K ﹤0.01% 3687
2024
Q2 		$2.26M Buy
91,093
+24,711
+37% +$615K ﹤0.01% 3647
2024
Q1 		$1.68M Buy
66,382
+65,181
+5,427% +$1.66M ﹤0.01% 4111
2023
Q4 		$30.7K Buy
+1,201
New +$29.4K ﹤0.01% 6832

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