Atria Investments’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Atria Investments’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	$382K	Hold	14,911	–	–	﹤0.01%	1681
2026 Q1	$382K	Buy	14,911 +378	+3%	+$9.7K	﹤0.01%	1603
2025 Q4	$373K	Sell	14,533 -589	-4%	-$15.1K	﹤0.01%	1620
2025 Q3	$388K	Sell	15,122 -23,414	-61%	-$601K	﹤0.01%	1574
2025 Q2	$987K	Sell	38,536 -7,889	-17%	-$201K	0.01%	1045
2025 Q1	$1.19M	Buy	46,425 +3,670	+9%	+$93.7K	0.02%	926
2024 Q4	$1.09M	Sell	42,755 -9,177	-18%	-$234K	0.01%	928
2024 Q3	$1.33M	Buy	51,932 +6,303	+14%	+$161K	0.02%	843
2024 Q2	$1.16M	Buy	45,629 +3,187	+8%	+$80.5K	0.02%	871
2024 Q1	$1.08M	Buy	+42,442	New	+$1.08M	0.01%	922

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

Atria Investments's IBMO Position: Q2 2026 in Review

Atria Investments held its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) position steady in Q2 2026 at 14,911 shares worth $382K. The position accounts for ﹤0.01% of the portfolio, ranked #1681.

Atria Investments first reported a position in IBMO in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.33M in Q3 2024. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

Atria Investments held 14,911 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $382K as of Q2 2026.
Atria Investments 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 ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1681 holding.
Atria Investments first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
Atria Investments's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $1.33M in Q3 2024.
181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.