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Argent Trust Co’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Argent Trust Co’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
2025
Q2 		– Sell
-15,158
Closed -$387K – 713
2025
Q1 		$387K Hold
15,158
– – 0.02% 494
2024
Q4 		$386K Buy
+15,158
New +$387K 0.02% 486
2024
Q3 		– Sell
-9,059
Closed -$229K – 726
2024
Q2 		$229K Hold
9,059
– – 0.01% 611
2024
Q1 		$230K Hold
9,059
– – 0.01% 612
2023
Q4 		$231K Hold
9,059
– – 0.01% 556
2023
Q3 		$225K Buy
+9,059
New +$227K 0.01% 552

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
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Argent Trust Co's IBMO Position: Q2 2025 in Review

Argent Trust Co sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q2 2025, closing a stake of 15,158 shares — an estimated $387K sold.

Argent Trust Co first reported a position in IBMO in Q3 2023 and held it in 6 quarters. The position peaked at $387K in Q1 2025. 173 funds tracked by Wall St. Rank hold IBMO as of Q2 2025.

  • Argent Trust Co reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Argent Trust Co sold 15,158 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2025, an estimated $387K.
  • Argent Trust Co first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q3 2023 and held it in 6 quarters.
  • Argent Trust Co's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $387K in Q1 2025.
  • 173 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2025.

Based on Argent Trust Co's 13F filing for Q2 2025, filed 12 Aug 2025.