Allworth Financial’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Allworth Financial’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	$20.6K	Hold	802	–	–	﹤0.01%	3177
2026 Q1	$20.6K	Hold	802	–	–	﹤0.01%	2988
2025 Q4	$20.6K	Hold	802	–	–	﹤0.01%	2805
2025 Q3	$20.6K	Hold	802	–	–	﹤0.01%	2691
2025 Q2	$20.6K	Hold	802	–	–	﹤0.01%	2503
2025 Q1	$20.4K	Hold	802	–	–	﹤0.01%	2072
2024 Q4	$20.4K	Hold	802	–	–	﹤0.01%	2086
2024 Q3	$20.6K	Hold	802	–	–	﹤0.01%	1897
2024 Q2	$20.4K	Hold	802	–	–	﹤0.01%	1875
2024 Q1	$20.3K	Hold	802	–	–	﹤0.01%	1768
2023 Q4	$20.5K	Buy	+802	New	+$20.1K	﹤0.01%	1642

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial's IBMO Position: Q2 2026 in Review

Allworth Financial held its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) position steady in Q2 2026 at 802 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3177.

Allworth Financial first reported a position in IBMO in Q4 2023 and has held it in 11 quarters since. The position peaked at $20.6K in Q3 2025. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

Allworth Financial held 802 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $20.6K as of Q2 2026.
Allworth Financial left its iShares iBonds Dec 2026 Term Muni Bond ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2026 Term Muni Bond ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3177 holding.
Allworth Financial first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
Allworth Financial's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $20.6K in Q3 2025.
181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.