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 Q2	–	Sell	-725	Closed	-$18.6K	–	3334
2026 Q1	$18.6K	Buy	+725	New	+$18.6K	﹤0.01%	3242
2025 Q4	–	Sell	-716	Closed	-$18.4K	–	2969
2025 Q3	$18.4K	Buy	+716	New	+$18.4K	﹤0.01%	2990
2024 Q1	–	Sell	-690	Closed	-$17.6K	–	2475
2023 Q4	$17.6K	Buy	+690	New	+$17.3K	﹤0.01%	2589
2021 Q3	–	Sell	-322	Closed	-$9K	–	2260
2021 Q2	$9K	Buy	+322	New	+$8.68K	﹤0.01%	2845
2021 Q1	–	Sell	-230	Closed	-$6K	–	2074
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	–	1825
2020 Q1	$51K	Buy	+1,958	New	+$51K	﹤0.01%	1375

Other funds holding IBMO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Advisory Services Network's IBMO Position: Q2 2026 in Review

Advisory Services Network sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q2 2026, closing a stake of 725 shares — an estimated $18.6K sold.

Advisory Services Network first reported a position in IBMO in Q1 2020 and held it in 7 quarters. The position peaked at $53K in Q3 2020. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

Advisory Services Network reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 725 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $18.6K.
Advisory Services Network first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2020 and held it in 7 quarters.
Advisory Services Network's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $53K in Q3 2020.
181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.