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 Q2	$242K	Hold	9,451	–	–	0.02%	150
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 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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Arrow Financial's IBMO Position: Q2 2026 in Review

Arrow Financial held its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) position steady in Q2 2026 at 9,451 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #150.

Arrow Financial first reported a position in IBMO in Q2 2022 and has held it in 17 quarters since. The position peaked at $262K in Q1 2023. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

Arrow Financial held 9,451 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $242K as of Q2 2026.
Arrow Financial left its iShares iBonds Dec 2026 Term Muni Bond ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.02% of Arrow Financial's portfolio in Q2 2026, its #150 holding.
Arrow Financial first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2022 and has held it in 17 quarters since.
Arrow Financial's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $262K in Q1 2023.
181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Arrow Financial's 13F filing for Q2 2026, filed 31 Jul 2026.