Avantax Planning Partners’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Avantax Planning Partners’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	$339K	Hold	13,229	–	–	0.01%	345
2026 Q1	$339K	Hold	13,229	–	–	0.01%	333
2025 Q4	$339K	Hold	13,229	–	–	0.01%	333
2025 Q3	$339K	Hold	13,229	–	–	0.01%	330
2025 Q2	$339K	Hold	13,229	–	–	0.01%	331
2025 Q1	$338K	Sell	13,229 -17	-0.1%	-$434	0.01%	316
2024 Q4	$337K	Sell	13,246 -3,893	-23%	-$99.4K	0.01%	314
2024 Q3	$440K	Sell	17,139 -7,092	-29%	-$181K	0.02%	275
2024 Q2	$614K	Sell	24,231 -5,020	-17%	-$127K	0.02%	259
2024 Q1	$742K	Buy	+29,251	New	+$744K	0.02%	238

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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

Avantax Planning Partners's IBMO Position: Q2 2026 in Review

Avantax Planning Partners held its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) position steady in Q2 2026 at 13,229 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #345.

Avantax Planning Partners first reported a position in IBMO in Q1 2024 and has held it in 10 quarters since. The position peaked at $742K in Q1 2024. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

Avantax Planning Partners held 13,229 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $339K as of Q2 2026.
Avantax Planning Partners 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 Avantax Planning Partners's portfolio in Q2 2026, its #345 holding.
Avantax Planning Partners first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
Avantax Planning Partners's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $742K in Q1 2024.
181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.