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AE Wealth Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

AE Wealth Management’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 		– Sell
-38
Closed -$974 – 2639
2025
Q4 		$974 Buy
+38
New +$973 ﹤0.01% 2381
2025
Q2 		– Sell
-37
Closed -$946 – 2210
2025
Q1 		$946 Hold
37
– – ﹤0.01% 2076
2024
Q4 		$942 Buy
+37
New +$944 ﹤0.01% 2044

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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AE Wealth Management's IBMO Position: Q1 2026 in Review

AE Wealth Management sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q1 2026, closing a stake of 38 shares — an estimated $974 sold.

AE Wealth Management first reported a position in IBMO in Q4 2024 and held it in 3 quarters. The position peaked at $974 in Q4 2025. 194 funds tracked by Wall St. Rank hold IBMO as of Q1 2026.

  • AE Wealth Management reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • AE Wealth Management sold 38 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q1 2026, an estimated $974.
  • AE Wealth Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2024 and held it in 3 quarters.
  • AE Wealth Management's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $974 in Q4 2025.
  • 194 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.