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Ishares Ibonds Dec 2029 Muni Etf shares owned by Trust

Quarter-by-quarter ownership of Ishares Ibonds Dec 2029 Muni Etf (IBMR) shares owned by Trust from 13F filings

Historical chart of Trust investment in Ishares Ibonds Dec 2029 Muni Etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2029 Muni Etf held by Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ibonds Dec 2029 Muni Etf by Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $353k 14k 25.53
2025-06-30 $349k 14k 25.23
2025-03-31 $346k 14k 25.04
2024-12-31 $245k 9.8k 24.98

More positions owned by Trust

iShares Short Treasury Bond Index ETF Short Treas Bd (SHV)
Vanguard Total Bond Index ETF Total Bnd Mrkt (BND)
iShares Core US Aggregate Bond Index ETF Core Us Aggbd Et (AGG)
Vanguard Growth Index ETF Growth Etf (VUG)
Vanguard Value Index ETF Value Etf (VTV)
SPDR S&P Emerging Markets Dividend ETF S&p Em Mkt Div (EDIV)
Schwab Fundamental Intl Large Co ETF Fundamental Intl (FNDF)
Vanguard FTSE Developed Markets ETF Van Ftse Dev Mkt (VEA)
iShares Russell 1000 Index ETF Rus 1000 Etf (IWB)
Vanguard Mid-Cap Value Index ETF Mcap Vl Idxvip (VOE)
Vanguard Mid-Cap Growth Index ETF Mcap Gr Idxvip (VOT)
JP Morgan Active Growth ETF Active Growth (JGRO)
iShares National Muni Bond Index ETF National Mun Etf (MUB)
iShares IBOXX High Yield Corp Bond Index ETF Iboxx Hi Yd Etf (HYG)
JP Morgan Ultra-Short Municipal Income ETF Ultra Sht Muncpl (JMST)

View all positions for Trust

Top funds holding Ishares Ibonds Dec 2029 Muni Etf

Hartland & Co
Mercer Global Advisors
HighTower Advisors
Vishria Bird Financial Group
Us Bancorp
Wells Fargo & Company
UBS Group
Kathmere Capital Management
Spreng Capital Management
LBMC Investment Advisors
Raymond James Financial
LPL Financial
Praetorian Wealth Management
Summit Financial
CliftonLarsonAllen Wealth Advisors

View all funds holding Ishares Ibonds Dec 2029 Muni Etf