AA
IBMO icon

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

ArborFi Advisors’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
Q1 		– Sell
-7,929
Closed -$203K – 48
2025
Q4 		$203K Buy
+7,929
New +$203K 0.17% 48
2025
Q2 		– Sell
-8,470
Closed -$216K – 48
2025
Q1 		$216K Buy
+8,470
New +$216K 0.22% 43

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.14B AUM 23.53% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ArborFi Advisors's IBMO Position: Q1 2026 in Review

ArborFi Advisors sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q1 2026, closing a stake of 7,929 shares — an estimated $203K sold.

ArborFi Advisors first reported a position in IBMO in Q1 2025 and held it in 2 quarters. The position peaked at $216K in Q1 2025. 193 funds tracked by Wall St. Rank hold IBMO as of Q1 2026.

  • ArborFi Advisors reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • ArborFi Advisors sold 7,929 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q1 2026, an estimated $203K.
  • ArborFi Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2025 and held it in 2 quarters.
  • ArborFi Advisors's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $216K in Q1 2025.
  • 193 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q1 2026.

Based on ArborFi Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.