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10Elms LLP’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

10Elms LLP’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$631K Hold
24,594
– – 0.27% 59
2026
Q1 		$630K Buy
24,594
+250
+1% +$6.42K 0.4% 49
2025
Q4 		$624K Hold
24,344
– – 0.57% 34
2025
Q3 		$625K Buy
24,344
+550
+2% +$14.1K 0.56% 33
2025
Q2 		$610K Buy
23,794
+400
+2% +$10.2K 0.58% 37
2025
Q1 		$598K Buy
23,394
+4,190
+22% +$107K 0.6% 35
2024
Q4 		$489K Buy
+19,204
New +$490K 0.51% 41

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

10Elms LLP's IBMO Position: Q2 2026 in Review

10Elms LLP held its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) position steady in Q2 2026 at 24,594 shares worth $631K. The position accounts for 0.27% of the portfolio, ranked #59.

10Elms LLP first reported a position in IBMO in Q4 2024 and has held it in 7 quarters since. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • 10Elms LLP held 24,594 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $631K as of Q2 2026.
  • 10Elms LLP left its iShares iBonds Dec 2026 Term Muni Bond ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.27% of 10Elms LLP's portfolio in Q2 2026, its #59 holding.
  • 10Elms LLP first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on 10Elms LLP's 13F filing for Q2 2026, filed 14 Aug 2026.