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

Arrow Financial’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 		$242K Hold
9,451
– – 0.02% 147
2025
Q4 		$242K Hold
9,451
– – 0.02% 146
2025
Q3 		$243K Hold
9,451
– – 0.02% 147
2025
Q2 		$242K Hold
9,451
– – 0.03% 148
2025
Q1 		$242K Hold
9,451
– – 0.03% 145
2024
Q4 		$241K Hold
9,451
– – 0.02% 158
2024
Q3 		$242K Hold
9,451
– – 0.02% 156
2024
Q2 		$239K Hold
9,451
– – 0.02% 155
2024
Q1 		$240K Buy
9,451
+63
+0.7% +$1.6K 0.02% 155
2023
Q4 		$239K Sell
9,388
-871
-8% -$21.9K 0.02% 155
2023
Q3 		$255K Hold
10,259
– – 0.03% 155
2023
Q2 		$258K Hold
10,259
– – 0.03% 148
2023
Q1 		$262K Buy
10,259
+468
+5% +$11.9K 0.03% 149
2022
Q4 		$247K Buy
9,791
+1,797
+22% +$44.8K 0.03% 146
2022
Q3 		$197K Hold
7,994
– – 0.03% 151
2022
Q2 		$203K Buy
+7,994
New +$201K 0.03% 152

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 $1.13B 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 $25.5B 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 $501B AUM 22.01% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return