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WJ Wealth Management’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

WJ Wealth 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
Q2 		– Sell
-11,000
Closed -$279K – 83
2026
Q1 		$279K Buy
+11,000
New +$281K 0.13% 67

Other funds holding IBMR

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
P
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
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

WJ Wealth Management's IBMR Position: Q2 2026 in Review

WJ Wealth Management sold out of iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) in Q2 2026, closing a stake of 11,000 shares — an estimated $279K sold.

WJ Wealth Management first reported a position in IBMR in Q1 2026 and held it in 1 quarter. The position peaked at $279K in Q1 2026. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

  • WJ Wealth Management reported no remaining iShares iBonds Dec 2029 Term Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • WJ Wealth Management sold 11,000 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $279K.
  • WJ Wealth Management first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q1 2026 and held it in 1 quarter.
  • WJ Wealth Management's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $279K in Q1 2026.
  • 144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on WJ Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.