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 Q3	$2.31M	Hold	90,163	–	–	0.51%	36
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

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Sonata Capital Group Seattle, Washington $314M AUM 13.54% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return

Atwater Malick's IBMO Position: Q3 2026 in Review

Atwater Malick held its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) position steady in Q3 2026 at 90,163 shares worth $2.31M. The position accounts for 0.51% of the portfolio, ranked #36.

Atwater Malick first reported a position in IBMO in Q3 2022 and has held it in 17 quarters since. The position peaked at $2.62M in Q4 2025. 60 funds tracked by Wall St. Rank hold IBMO as of Q3 2026.

Atwater Malick held 90,163 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $2.31M as of Q3 2026.
Atwater Malick left its iShares iBonds Dec 2026 Term Muni Bond ETF share count unchanged in Q3 2026.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.51% of Atwater Malick's portfolio in Q3 2026, its #36 holding.
Atwater Malick first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q3 2022 and has held it in 17 quarters since.
Atwater Malick's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $2.62M in Q4 2025.
60 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q3 2026.

Based on Atwater Malick's 13F filing for Q3 2026, filed 15 Oct 2026.