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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
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
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