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Accretive Wealth Partners’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Accretive Wealth Partners’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 		$232K Sell
9,034
-1,350
-13% -$34.6K 0.06% 161
2026
Q1 		$266K Buy
+10,384
New +$267K 0.07% 153
2025
Q4 		– Sell
-8,296
Closed -$213K – 156
2025
Q3 		$213K Buy
8,296
+100
+1% +$2.56K 0.06% 144
2025
Q2 		$210K Buy
+8,196
New +$209K 0.07% 141

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

Accretive Wealth Partners's IBMO Position: Q2 2026 in Review

Accretive Wealth Partners reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 13% in Q2 2026, selling an estimated $34.6K and leaving 9,034 shares worth $232K. The position accounts for 0.06% of the portfolio, ranked #161.

Accretive Wealth Partners first reported a position in IBMO in Q2 2025 and has held it in 4 quarters since. The position peaked at $266K in Q1 2026. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Accretive Wealth Partners held 9,034 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $232K as of Q2 2026.
  • Accretive Wealth Partners sold 1,350 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $34.6K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.06% of Accretive Wealth Partners's portfolio in Q2 2026, its #161 holding.
  • Accretive Wealth Partners first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Accretive Wealth Partners's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $266K in Q1 2026.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Accretive Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.