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

VisionPoint Advisory 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
Q3 		$319K Buy
+12,915
New +$325K 0.05% 335

Other funds holding IBMR

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $489M AUM 14.91% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

VisionPoint Advisory Group's IBMR Position: Q3 2026 in Review

VisionPoint Advisory Group opened a new position in iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) in Q3 2026: 12,915 shares worth $319K. The stake represents 0.05% of the portfolio and ranks #335 among its holdings.

9 funds tracked by Wall St. Rank hold IBMR as of Q3 2026.

  • VisionPoint Advisory Group held 12,915 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $319K as of Q3 2026.
  • iShares iBonds Dec 2029 Term Muni Bond ETF was a new VisionPoint Advisory Group position in Q3 2026.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.05% of VisionPoint Advisory Group's portfolio in Q3 2026, its #335 holding.
  • 9 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.