US Bancorp’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

US Bancorp’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	$10.8M	Buy	423,777 +40,141	+10%	+$1.02M	0.01%	420
2026 Q1	$9.73M	Sell	383,636 -1,219	-0.3%	-$31.2K	0.01%	420
2025 Q4	$9.79M	Buy	384,855 +49,495	+15%	+$1.26M	0.01%	434
2025 Q3	$8.56M	Buy	335,360 +82,812	+33%	+$2.11M	0.01%	465
2025 Q2	$6.37M	Buy	252,548 +100,309	+66%	+$2.5M	0.01%	538
2025 Q1	$3.81M	Buy	152,239 +98,063	+181%	+$2.46M	0.01%	644
2024 Q4	$1.35M	Buy	+54,176	New	+$1.36M	﹤0.01%	1005

Other funds holding IBMR

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

CIA

Covington Investment Advisors Ligonier, Pennsylvania $774M AUM 36.06% 1-Year Est. Return

US Bancorp's IBMR Position: Q2 2026 in Review

US Bancorp increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 10% in Q2 2026, buying an estimated $1.02M and bringing the position to 423,777 shares worth $10.8M. The position accounts for 0.01% of the portfolio, ranked #420.

US Bancorp first reported a position in IBMR in Q4 2024 and has held it in 7 quarters since. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

US Bancorp held 423,777 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $10.8M as of Q2 2026.
US Bancorp bought 40,141 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $1.02M.
iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.01% of US Bancorp's portfolio in Q2 2026, its #420 holding.
US Bancorp first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on US Bancorp's 13F filing for Q2 2026, filed 12 Aug 2026.