Advisory Services Network’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Advisory Services Network’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 Q1	$18.6K	Buy	+725	New	+$18.6K	﹤0.01%	3242
2025 Q4	–	Sell	-716	Closed	-$18.4K	–	2971
2025 Q3	$18.4K	Buy	+716	New	+$18.4K	﹤0.01%	2990
2024 Q1	–	Sell	-690	Closed	-$17.6K	–	2478
2023 Q4	$17.6K	Buy	+690	New	+$17.3K	﹤0.01%	2589
2021 Q3	–	Sell	-322	Closed	-$9K	–	2263
2021 Q2	$9K	Buy	+322	New	+$8.68K	﹤0.01%	2845
2021 Q1	–	Sell	-230	Closed	-$6K	–	2184
2020 Q4	$6K	Sell	230 -1,728	-88%	-$46.6K	﹤0.01%	2646
2020 Q3	$53K	Buy	+1,958	New	+$52.7K	﹤0.01%	1560
2020 Q2	–	Sell	-1,958	Closed	-$51K	–	1837
2020 Q1	$51K	Buy	+1,958	New	+$51K	﹤0.01%	1375

Other funds holding IBMO

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Rossmore Private Capital Glastonbury, Connecticut $1.13B AUM 23.53% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return