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WealthBridge Capital Management’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

WealthBridge Capital Management’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 		$208K Buy
+8,211
New +$210K 0.05% 212

Other funds holding IBMR

Mercer Global Advisors
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B 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 $530B 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 $32.7B AUM 19.2% 1-Year Est. Return
CIA
Covington Investment Advisors Ligonier, Pennsylvania $680M AUM 28.91% 1-Year Est. Return

WealthBridge Capital Management's IBMR Position: Q1 2026 in Review

WealthBridge Capital Management opened a new position in iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) in Q1 2026: 8,211 shares worth $208K. The stake represents 0.05% of the portfolio and ranks #212 among its holdings.

129 funds tracked by Wall St. Rank hold IBMR as of Q1 2026.

  • WealthBridge Capital Management held 8,211 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $208K as of Q1 2026.
  • iShares iBonds Dec 2029 Term Muni Bond ETF was a new WealthBridge Capital Management position in Q1 2026.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.05% of WealthBridge Capital Management's portfolio in Q1 2026, its #212 holding.
  • 129 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.