AM
IBMO icon

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
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 $1.37T 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