Woodmont Investment Counsel’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Woodmont Investment Counsel’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	$2.06M	Sell	81,260 -18,944	-19%	-$480K	0.11%	106
2026 Q1	$2.54M	Sell	100,204 -972	-1%	-$24.8K	0.16%	91
2025 Q4	$2.57M	Sell	101,176 -5,892	-6%	-$150K	0.16%	89
2025 Q3	$2.73M	Buy	107,068 +15,664	+17%	+$398K	0.18%	85
2025 Q2	$2.31M	Buy	91,404 +15,348	+20%	+$383K	0.15%	96
2025 Q1	$1.9M	Buy	76,056 +10,652	+16%	+$267K	0.14%	104
2024 Q4	$1.63M	Buy	65,404 +45,023	+221%	+$1.13M	0.12%	113
2024 Q3	$520K	Buy	+20,381	New	+$514K	0.04%	176

Other funds holding IBMR

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

KNW

Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

Woodmont Investment Counsel's IBMR Position: Q2 2026 in Review

Woodmont Investment Counsel reduced its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 19% in Q2 2026, selling an estimated $480K and leaving 81,260 shares worth $2.06M. The position accounts for 0.11% of the portfolio, ranked #106.

Woodmont Investment Counsel first reported a position in IBMR in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.73M in Q3 2025. 75 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

Woodmont Investment Counsel held 81,260 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $2.06M as of Q2 2026.
Woodmont Investment Counsel sold 18,944 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $480K.
iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.11% of Woodmont Investment Counsel's portfolio in Q2 2026, its #106 holding.
Woodmont Investment Counsel first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q3 2024 and has held it in 8 quarters since.
Woodmont Investment Counsel's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $2.73M in Q3 2025.
75 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.