IBMR – iShares iBonds Dec 2029 Term Muni Bd ETF – ETF Stock Quote

There is no Morningstar’s Analysis data available.

Current Portfolio Date May 24, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 11.0

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
LOS ANGELES CNTY CALIF MET TRANSN AUTH SALES TAX REV 5%	1.99	1.9 Mil	municipal
CONTRA COSTA CALIF TRANSN AUTH SALES TAX REV 5%	1.51	1.4 Mil	municipal
DELAWARE ST 5%	1.16	1.1 Mil	municipal
CALIFORNIA ST 5%	1.04	991,023	municipal
NEW YORK N Y 5%	0.97	924,289	municipal
BEVERLY HILLS CALIF UNI SCH DIST 0%	0.94	892,518	municipal
CHARLOTTE N C 5%	0.92	874,399	municipal
CLARK CNTY NEV ARPT REV 5%	0.86	818,171	municipal
DALLAS TEX AREA RAPID TRAN SALES TAX REV 5%	0.82	774,945	municipal
UNIVERSITY TEX PERM UNIV FD 5%	0.76	718,290	municipal

Transparency is our policy. Learn how it impacts everything we do

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day business.

How we make money

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

How we use your personal data

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

Verify your identity, personalize the content you receive, or create and administer your account.
Provide specific products and services to you, such as portfolio management or data aggregation.
Develop and improve features of our offerings.
Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

How we approach editorial content

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.

iShares iBonds Dec 2029 Term Muni Bd ETF IBMR

Morningstar’s Analysis IBMR

Portfolio Holdings IBMR

LOS ANGELES CNTY CALIF MET TRANSN AUTH SALES TAX REV 5%

CONTRA COSTA CALIF TRANSN AUTH SALES TAX REV 5%

DELAWARE ST 5%

CALIFORNIA ST 5%

NEW YORK N Y 5%

BEVERLY HILLS CALIF UNI SCH DIST 0%

CHARLOTTE N C 5%

CLARK CNTY NEV ARPT REV 5%

DALLAS TEX AREA RAPID TRAN SALES TAX REV 5%

UNIVERSITY TEX PERM UNIV FD 5%

How we make money

How we use your personal data

How we approach editorial content

Morningstar’s Analysis IBMR

Portfolio Holdings IBMR

LOS ANGELES CNTY CALIF MET TRANSN AUTH SALES TAX REV 5%

CONTRA COSTA CALIF TRANSN AUTH SALES TAX REV 5%

DELAWARE ST 5%

CALIFORNIA ST 5%

NEW YORK N Y 5%

BEVERLY HILLS CALIF UNI SCH DIST 0%

CHARLOTTE N C 5%

CLARK CNTY NEV ARPT REV 5%

DALLAS TEX AREA RAPID TRAN SALES TAX REV 5%

UNIVERSITY TEX PERM UNIV FD 5%

Sponsor Center

How we make money

How we use your personal data

How we approach editorial content