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

Alterna 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
Q2 		– Sell
-11,594
Closed -$297K – 114
2026
Q1 		$297K Hold
11,594
– – 0.23% 80
2025
Q4 		$297K Buy
11,594
+467
+4% +$12K 0.25% 79
2025
Q3 		$286K Hold
11,127
– – 0.24% 78
2025
Q2 		$285K Buy
11,127
+274
+3% +$6.99K 0.23% 82
2025
Q1 		$277K Hold
10,853
– – 0.21% 80
2024
Q4 		$276K Hold
10,853
– – 0.23% 76
2024
Q3 		$278K Hold
10,853
– – 0.25% 75
2024
Q2 		$275K Hold
10,853
– – 0.24% 88
2024
Q1 		$275K Sell
10,853
-368
-3% -$9.36K 0.22% 76
2023
Q4 		$286K Hold
11,221
– – 0.34% 59
2023
Q3 		$278K Hold
11,221
– – 0.36% 61
2023
Q2 		$283K Hold
11,221
– – 0.33% 60
2023
Q1 		$286K Sell
11,221
-42
-0.4% -$1.06K 0.36% 57
2022
Q4 		$284K Hold
11,263
– – 0.32% 57
2022
Q3 		$277K Buy
+11,263
New +$286K 0.33% 55

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

Alterna Wealth Management's IBMO Position: Q2 2026 in Review

Alterna Wealth Management sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q2 2026, closing a stake of 11,594 shares — an estimated $297K sold.

Alterna Wealth Management first reported a position in IBMO in Q3 2022 and held it in 15 quarters. The position peaked at $297K in Q4 2025. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Alterna Wealth Management reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Alterna Wealth Management sold 11,594 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $297K.
  • Alterna Wealth Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q3 2022 and held it in 15 quarters.
  • Alterna Wealth Management's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $297K in Q4 2025.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.