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3 Factor Indexing’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

3 Factor Indexing’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 		$26K Hold
1,015
– – 0.02% 108
2026
Q1 		$26K Buy
+1,015
New +$26.1K 0.02% 109

Other funds holding IBMO

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

3 Factor Indexing's IBMO Position: Q2 2026 in Review

3 Factor Indexing held its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) position steady in Q2 2026 at 1,015 shares worth $26K. The position accounts for 0.02% of the portfolio, ranked #108.

3 Factor Indexing first reported a position in IBMO in Q1 2026 and has held it in 2 quarters since. 176 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • 3 Factor Indexing held 1,015 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $26K as of Q2 2026.
  • 3 Factor Indexing 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 0.02% of 3 Factor Indexing's portfolio in Q2 2026, its #108 holding.
  • 3 Factor Indexing first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 176 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on 3 Factor Indexing's 13F filing for Q2 2026, filed 8 Jul 2026.