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

Apollon 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	-8,000	Closed	-$205K	–	1624
2026 Q1	$205K	Sell	8,000 -4,000	-33%	-$103K	﹤0.01%	1314
2025 Q4	$308K	Sell	12,000 -2,000	-14%	-$51.2K	0.01%	1044
2025 Q3	$359K	Hold	14,000	–	–	0.01%	973
2025 Q2	$359K	Sell	14,000 -6,000	-30%	-$153K	0.01%	941
2025 Q1	$511K	Hold	20,000	–	–	0.01%	736
2024 Q4	$509K	Sell	20,000 -4,000	-17%	-$102K	0.01%	750
2024 Q3	$616K	Hold	24,000	–	–	0.02%	633
2024 Q2	$608K	Hold	24,000	–	–	0.02%	606
2024 Q1	$608K	Sell	24,000 -11	-0%	-$280	0.02%	621
2023 Q4	$613K	Sell	24,011 -357	-1%	-$8.96K	0.02%	595
2023 Q3	$605K	Buy	24,368 +368	+2%	+$9.22K	0.03%	497
2023 Q2	$604K	Buy	24,000 +6,000	+33%	+$151K	0.03%	543
2023 Q1	$460K	Hold	18,000	–	–	0.03%	557
2022 Q4	$454K	Hold	18,000	–	–	0.03%	543
2022 Q3	$443K	Hold	18,000	–	–	0.04%	486
2022 Q2	$456K	Hold	18,000	–	–	0.04%	447
2022 Q1	$459K	Buy	18,000 +10,000	+125%	+$261K	0.03%	485
2021 Q4	$215K	Buy	+8,000	New	+$215K	0.02%	687

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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

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

Apollon Wealth Management sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q2 2026, closing a stake of 8,000 shares — an estimated $205K sold.

Apollon Wealth Management first reported a position in IBMO in Q4 2021 and held it in 18 quarters. The position peaked at $616K in Q3 2024. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

Apollon Wealth Management reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
Apollon Wealth Management sold 8,000 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $205K.
Apollon Wealth Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2021 and held it in 18 quarters.
Apollon Wealth Management's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $616K in Q3 2024.
181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.