Wells Fargo
IBMR icon

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
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 – 7606
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
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
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
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return