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iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Bank of America
1
Bank of America
North Carolina
USD 52.7 M +USD 1.77 M +68,879 +3%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
USD 43.5 M +USD 3.01 M +117,543 +7%
Rossmore Private Capital
3
Rossmore Private Capital
Connecticut
USD 37 M -USD 1.69 k -66 -0%
NewEdge Advisors
4
NewEdge Advisors
Louisiana
USD 18.8 M +USD 833 k +32,488 +5%
US Bancorp
5
US Bancorp
Minnesota
USD 16.7 M +USD 230 k +8,958 +1%
Lido Advisors
6
Lido Advisors
California
USD 14.2 M -USD 332 k -12,971 -2%
Kathmere Capital Management
7
Kathmere Capital Management
Pennsylvania
USD 14.2 M +USD 2.42 M +94,407 +21%
LBMC Investment Advisors
8
LBMC Investment Advisors
Tennessee
USD 13.3 M -USD 124 k -4,839 -0.9%
Wells Fargo
9
Wells Fargo
California
USD 11.8 M -USD 57.4 k -2,238 -0.5%
LPL Financial
10
LPL Financial
California
USD 9.9 M -USD 448 k -17,463 -4%
Hills Bank & Trust
11
Hills Bank & Trust
Iowa
USD 9.7 M -USD 309 k -12,049 -3%
Morgan Stanley
12
Morgan Stanley
New York
USD 9.42 M +USD 904 k +35,255 +11%
Integrated Wealth Concepts
13
Integrated Wealth Concepts
Massachusetts
USD 8.5 M -USD 899 k -35,068 -10%
CIA
14
Covington Investment Advisors
Pennsylvania
USD 8.32 M +USD 12.3 k +480 +0.1%
UBS Group
15
UBS Group
Switzerland
USD 8 M -USD 1.77 M -69,227 -18%
P
16
Paradiem
Louisiana
USD 7.54 M – – –
Leavell Investment Management
17
Leavell Investment Management
Alabama
USD 7.02 M +USD 461 k +18,000 +7%
CLA (CliftonLarsonAllen) Wealth Advisors
18
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
USD 6.92 M +USD 976 k +38,077 +16%
HighTower Advisors
19
HighTower Advisors
Illinois
USD 6.32 M -USD 554 k -21,617 -8%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
USD 6.27 M -USD 222 k -8,668 -3%
Central Trust Company
21
Central Trust Company
Missouri
USD 5.53 M +USD 242 k +9,446 +5%
Sound View Wealth Advisors Group
22
Sound View Wealth Advisors Group
Georgia
USD 5.5 M -USD 332 k -12,967 -6%
Cyndeo Wealth Partners
23
Cyndeo Wealth Partners
Florida
USD 5.16 M +USD 295 k +11,497 +6%
PWM
24
Praetorian Wealth Management
California
USD 5.08 M -USD 424 k -16,557 -8%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
USD 4.94 M +USD 265 k +10,356 +6%
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