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Archford Capital Strategies’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Archford Capital Strategies’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 		$237K Sell
9,228
-2,800
-23% -$71.8K 0.02% 332
2026
Q1 		$308K Sell
12,028
-3,395
-22% -$87.1K 0.04% 280
2025
Q4 		$395K Sell
15,423
-961
-6% -$24.6K 0.05% 252
2025
Q3 		$420K Hold
16,384
– – 0.05% 239
2025
Q2 		$420K Buy
16,384
+577
+4% +$14.7K 0.05% 239
2025
Q1 		$404K Sell
15,807
-8
-0.1% -$204 0.06% 217
2024
Q4 		$403K Hold
15,815
– – 0.06% 200
2024
Q3 		$404K Sell
15,815
-5,040
-24% -$129K 0.06% 192
2024
Q2 		$528K Buy
20,855
+1,865
+10% +$47.1K 0.09% 174
2024
Q1 		$481K Buy
18,990
+991
+6% +$25.2K 0.08% 183
2023
Q4 		$459K Buy
17,999
+3,673
+26% +$92.2K 0.08% 176
2023
Q3 		$355K Sell
14,326
-10,312
-42% -$258K 0.07% 224
2023
Q2 		$622K Buy
24,638
+10,907
+79% +$275K 0.12% 182
2023
Q1 		$351K Buy
13,731
+167
+1% +$4.24K 0.07% 229
2022
Q4 		$342K Buy
13,564
+3,425
+34% +$85.4K 0.08% 227
2022
Q3 		$250K Sell
10,139
-2,544
-20% -$64.5K 0.06% 246
2022
Q2 		$321K Hold
12,683
– – 0.08% 220
2022
Q1 		$323K Buy
12,683
+1,458
+13% +$38.1K 0.07% 226
2021
Q4 		$302K Buy
11,225
+104
+0.9% +$2.79K 0.07% 245
2021
Q3 		$299K Hold
11,121
– – 0.07% 248
2021
Q2 		$300K Buy
11,121
+2,599
+30% +$70.1K 0.08% 237
2021
Q1 		$230K Buy
8,522
+504
+6% +$13.6K 0.06% 250
2020
Q4 		$217K Buy
8,018
+116
+1% +$3.13K 0.05% 259
2020
Q3 		$213K Sell
7,902
-545
-6% -$14.7K 0.06% 243
2020
Q2 		$225K Buy
+8,447
New +$222K 0.07% 234

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

Archford Capital Strategies's IBMO Position: Q2 2026 in Review

Archford Capital Strategies reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 23% in Q2 2026, selling an estimated $71.8K and leaving 9,228 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #332.

Archford Capital Strategies first reported a position in IBMO in Q2 2020 and has held it in 25 quarters since. The position peaked at $622K in Q2 2023. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Archford Capital Strategies held 9,228 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $237K as of Q2 2026.
  • Archford Capital Strategies sold 2,800 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $71.8K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.02% of Archford Capital Strategies's portfolio in Q2 2026, its #332 holding.
  • Archford Capital Strategies first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • Archford Capital Strategies's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $622K in Q2 2023.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.