American Capital Advisory’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

American Capital Advisory’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	$56.9K	Hold	2,221	–	–	0.02%	206
2026 Q1	$56.9K	Hold	2,221	–	–	0.02%	191
2025 Q4	$56.9K	Hold	2,221	–	–	0.02%	188
2025 Q3	$57K	Hold	2,221	–	–	0.03%	178
2025 Q2	$56.9K	Hold	2,221	–	–	0.03%	170
2025 Q1	$56.8K	Hold	2,221	–	–	0.03%	165
2024 Q4	$56.5K	Hold	2,221	–	–	0.03%	167
2024 Q3	$57K	Buy	+2,221	New	+$56.7K	0.03%	165

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

American Capital Advisory's IBMO Position: Q2 2026 in Review

American Capital Advisory held its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) position steady in Q2 2026 at 2,221 shares worth $56.9K. The position accounts for 0.02% of the portfolio, ranked #206.

American Capital Advisory first reported a position in IBMO in Q3 2024 and has held it in 8 quarters since. The position peaked at $57K in Q3 2025. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

American Capital Advisory held 2,221 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $56.9K as of Q2 2026.
American Capital Advisory 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 0.02% of American Capital Advisory's portfolio in Q2 2026, its #206 holding.
American Capital Advisory first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q3 2024 and has held it in 8 quarters since.
American Capital Advisory's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $57K 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 American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.