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WrapManager Inc’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

WrapManager Inc’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
2025
Q3 		– Sell
-14,145
Closed -$357K – 188
2025
Q2 		$357K Sell
14,145
-649
-4% -$16.2K 0.09% 138
2025
Q1 		$370K Sell
14,794
-467
-3% -$11.7K 0.1% 134
2024
Q4 		$381K Sell
15,261
-24
-0.2% -$604 0.1% 133
2024
Q3 		$390K Sell
15,285
-476
-3% -$12K 0.1% 133
2024
Q2 		$392K Sell
15,761
-130
-0.8% -$3.24K 0.11% 144
2024
Q1 		$401K Buy
15,891
+569
+4% +$14.5K 0.11% 148
2023
Q4 		$392K Buy
+15,322
New +$376K 0.12% 160

Other funds holding IBMR

CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VBFG
Vishria Bird Financial Group Memphis, Tennessee $510M AUM 12.05% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

WrapManager Inc's IBMR Position: Q3 2025 in Review

WrapManager Inc sold out of iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) in Q3 2025, closing a stake of 14,145 shares — an estimated $357K sold.

WrapManager Inc first reported a position in IBMR in Q4 2023 and held it in 7 quarters. The position peaked at $401K in Q1 2024. 114 funds tracked by Wall St. Rank hold IBMR as of Q3 2025.

  • WrapManager Inc reported no remaining iShares iBonds Dec 2029 Term Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • WrapManager Inc sold 14,145 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q3 2025, an estimated $357K.
  • WrapManager Inc first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2023 and held it in 7 quarters.
  • WrapManager Inc's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $401K in Q1 2024.
  • 114 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q3 2025.

Based on WrapManager Inc's 13F filing for Q3 2025, filed 10 Nov 2025.