IBMR — Ishares Ibonds Dec 2029 Term Muni Bond ETF Institutional Holders · Q3 2026
Who owns Ishares Ibonds Dec 2029 Term Muni Bond ETF (IBMR)? 7 institutions reported holding $3.23M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Confluence Investment Management LLC ($2.2M), Balefire, LLC ($319,388), Trust Co ($293,368).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $2.2M | 87,116 | Trimmed |
| 2 | Balefire, LLC | $319,388 | 12,915 | New |
| 3 | Trust Co | $293,368 | 11,863 | Hold |
| 4 | Avidian Wealth Enterprises, LLC | $225,992 | 9,960 | New |
| 5 | Farther Finance Advisors, LLC | $157,893 | 6,385 | New |
| 6 | Bullock Wealth Management Group | $50,485 | 2,038 | Added |
| 7 | Noble Wealth Management PBC | $27,203 | 1,100 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30