Wells Fargo’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Wells Fargo’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	$11.1M	Buy	438,879 +17,531	+4%	+$444K	﹤0.01%	2110
2026 Q1	$10.7M	Buy	421,348 +30,030	+8%	+$768K	﹤0.01%	1977
2025 Q4	$9.95M	Buy	391,318 +65,600	+20%	+$1.67M	﹤0.01%	2045
2025 Q3	$8.32M	Buy	325,718 +118,072	+57%	+$3M	﹤0.01%	2146
2025 Q2	$5.24M	Buy	207,646 +25,455	+14%	+$635K	﹤0.01%	2432
2025 Q1	$4.56M	Buy	182,191 +18,004	+11%	+$452K	﹤0.01%	2484
2024 Q4	$4.1M	Buy	164,187 +140,181	+584%	+$3.53M	﹤0.01%	2589
2024 Q3	$612K	Buy	24,006 +23,006	+2,301%	+$580K	﹤0.01%	3865
2024 Q2	$24.9K	Buy	+1,000	New	+$24.9K	﹤0.01%	5526
2024 Q1	–	Sell	-1,554	Closed	-$39.8K	–	7604
2023 Q4	$39.8K	Buy	1,554 +554	+55%	+$13.6K	﹤0.01%	5356
2023 Q3	$23.9K	Buy	1,000 +500	+100%	+$12.3K	﹤0.01%	5524
2023 Q2	$12.4K	Buy	+500	New	+$12.4K	﹤0.01%	5856

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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

Wells Fargo's IBMR Position: Q2 2026 in Review

Wells Fargo increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 4.2% in Q2 2026, buying an estimated $444K and bringing the position to 438,879 shares worth $11.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2110.

Wells Fargo first reported a position in IBMR in Q2 2023 and has held it in 12 quarters since. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

Wells Fargo held 438,879 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $11.1M as of Q2 2026.
Wells Fargo bought 17,531 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $444K.
iShares iBonds Dec 2029 Term Muni Bond ETF made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #2110 holding.
Wells Fargo first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q2 2023 and has held it in 12 quarters since.
144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.