Ameriprise
IBMO icon

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

Ameriprise’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 		$1.58M Sell
61,672
-26,322
-30% -$675K ﹤0.01% 3202
2026
Q1 		$2.26M Sell
87,994
-5,898
-6% -$151K ﹤0.01% 2893
2025
Q4 		$2.41M Buy
93,892
+3,867
+4% +$99K ﹤0.01% 2903
2025
Q3 		$2.31M Sell
90,025
-53,932
-37% -$1.38M ﹤0.01% 2937
2025
Q2 		$3.69M Sell
143,957
-14,297
-9% -$365K ﹤0.01% 2579
2025
Q1 		$4.04M Sell
158,254
-161,733
-51% -$4.13M ﹤0.01% 2472
2024
Q4 		$8.15M Buy
319,987
+51,111
+19% +$1.3M ﹤0.01% 1966
2024
Q3 		$6.9M Buy
268,876
+34,864
+15% +$890K ﹤0.01% 2139
2024
Q2 		$5.93M Buy
234,012
+8,750
+4% +$221K ﹤0.01% 2180
2024
Q1 		$5.71M Buy
225,262
+212,544
+1,671% +$5.4M ﹤0.01% 2268
2023
Q4 		$324K Sell
12,718
-4,467
-26% -$112K ﹤0.01% 3594
2023
Q3 		$426K Sell
17,185
-613
-3% -$15.4K ﹤0.01% 3471
2023
Q2 		$448K Buy
17,798
+626
+4% +$15.8K ﹤0.01% 3482
2023
Q1 		$438K Buy
17,172
+2,555
+17% +$64.8K ﹤0.01% 3476
2022
Q4 		$368K Buy
14,617
+257
+2% +$6.41K ﹤0.01% 3515
2022
Q3 		$354K Buy
+14,360
New +$364K ﹤0.01% 3518

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

Ameriprise's IBMO Position: Q2 2026 in Review

Ameriprise reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 30% in Q2 2026, selling an estimated $675K and leaving 61,672 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #3202.

Ameriprise first reported a position in IBMO in Q3 2022 and has held it in 16 quarters since. The position peaked at $8.15M in Q4 2024. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Ameriprise held 61,672 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $1.58M as of Q2 2026.
  • Ameriprise sold 26,322 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $675K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #3202 holding.
  • Ameriprise first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Ameriprise's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $8.15M in Q4 2024.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.