Baltimore-Washington Financial Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Baltimore-Washington Financial Advisors’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
2025 Q3	–	Sell	-8,179	Closed	-$210K	–	182
2025 Q2	$210K	Hold	8,179	–	–	0.01%	164
2025 Q1	$209K	Hold	8,179	–	–	0.01%	149
2024 Q4	$208K	Hold	8,179	–	–	0.01%	148
2024 Q3	$210K	Buy	+8,179	New	+$209K	0.01%	143

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Baltimore-Washington Financial Advisors's IBMO Position: Q3 2025 in Review

Baltimore-Washington Financial Advisors sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q3 2025, closing a stake of 8,179 shares — an estimated $210K sold.

Baltimore-Washington Financial Advisors first reported a position in IBMO in Q3 2024 and held it in 4 quarters. The position peaked at $210K in Q3 2024. 179 funds tracked by Wall St. Rank hold IBMO as of Q3 2025.

Baltimore-Washington Financial Advisors reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
Baltimore-Washington Financial Advisors sold 8,179 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q3 2025, an estimated $210K.
Baltimore-Washington Financial Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q3 2024 and held it in 4 quarters.
Baltimore-Washington Financial Advisors's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $210K in Q3 2024.
179 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q3 2025.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.