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Atwater Malick’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Atwater Malick’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 		$2.31M Hold
90,163
– – 0.5% 35
2026
Q1 		$2.31M Sell
90,163
-11,887
-12% -$305K 0.62% 29
2025
Q4 		$2.62M Buy
102,050
+3,240
+3% +$83K 0.72% 28
2025
Q3 		$2.54M Buy
98,810
+975
+1% +$25K 0.74% 29
2025
Q2 		$2.51M Buy
97,835
+3,129
+3% +$79.9K 0.79% 27
2025
Q1 		$2.42M Buy
94,706
+30,312
+47% +$774K 0.82% 28
2024
Q4 		$1.64M Sell
64,394
-1,965
-3% -$50.2K 0.55% 30
2024
Q3 		$1.7M Buy
66,359
+5,893
+10% +$150K 0.55% 30
2024
Q2 		$1.53M Buy
60,466
+8,708
+17% +$220K 0.53% 31
2024
Q1 		$1.31M Buy
51,758
+4,790
+10% +$122K 0.46% 33
2023
Q4 		$1.2M Buy
46,968
+2,994
+7% +$75.1K 0.47% 32
2023
Q3 		$1.09M Buy
43,974
+13,934
+46% +$349K 0.48% 32
2023
Q2 		$756K Buy
30,040
+17,914
+148% +$452K 0.32% 38
2023
Q1 		$310K Buy
12,126
+1,928
+19% +$48.9K 0.15% 51
2022
Q4 		$257K Buy
10,198
+1,400
+16% +$34.9K 0.13% 54
2022
Q3 		$217K Buy
+8,798
New +$223K 0.12% 52

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
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Lido Advisors
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atwater Malick's IBMO Position: Q2 2026 in Review

Atwater Malick held its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) position steady in Q2 2026 at 90,163 shares worth $2.31M. The position accounts for 0.5% of the portfolio, ranked #35.

Atwater Malick first reported a position in IBMO in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.62M in Q4 2025. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Atwater Malick held 90,163 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $2.31M as of Q2 2026.
  • Atwater Malick 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 0.5% of Atwater Malick's portfolio in Q2 2026, its #35 holding.
  • Atwater Malick first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Atwater Malick's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $2.62M in Q4 2025.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Atwater Malick's 13F filing for Q2 2026, filed 27 Jul 2026.