AA
IBMO icon

Addison Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Addison Advisors’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 		$90.6K Buy
3,535
+2,640
+295% +$67.7K 0.04% 189
2026
Q1 		$22.9K Hold
895
– – 0.01% 536
2025
Q4 		$22.9K Hold
895
– – 0.01% 529
2025
Q3 		$23K Hold
895
– – 0.01% 531
2025
Q2 		$22.9K Buy
+895
New +$22.8K 0.01% 518
2024
Q2 		– Sell
-235
Closed -$5.96K – 781
2024
Q1 		$5.96K Sell
235
-120
-34% -$3.05K ﹤0.01% 554
2023
Q4 		$9.06K Buy
355
+120
+51% +$3.01K ﹤0.01% 522
2023
Q3 		$5.83K Buy
+235
New +$5.89K ﹤0.01% 538

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

Addison Advisors's IBMO Position: Q2 2026 in Review

Addison Advisors increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 295% in Q2 2026, buying an estimated $67.7K and bringing the position to 3,535 shares worth $90.6K. The position accounts for 0.04% of the portfolio, ranked #189.

Addison Advisors first reported a position in IBMO in Q3 2023 and has held it in 8 quarters since. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Addison Advisors held 3,535 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $90.6K as of Q2 2026.
  • Addison Advisors bought 2,640 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $67.7K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.04% of Addison Advisors's portfolio in Q2 2026, its #189 holding.
  • Addison Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q3 2023 and has held it in 8 quarters since.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.