Bank of America
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Bank of America’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Bank of America’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 		$50.9M Sell
1,987,582
-62,035
-3% -$1.59M ﹤0.01% 1583
2025
Q4 		$52.5M Buy
2,049,617
+46,736
+2% +$1.2M ﹤0.01% 1525
2025
Q3 		$51.4M Buy
2,002,881
+39,517
+2% +$1.01M ﹤0.01% 1744
2025
Q2 		$50.3M Buy
1,963,364
+76,846
+4% +$1.96M ﹤0.01% 1707
2025
Q1 		$48.2M Buy
1,886,518
+137,902
+8% +$3.52M ﹤0.01% 1624
2024
Q4 		$44.5M Buy
1,748,616
+187,794
+12% +$4.79M ﹤0.01% 1603
2024
Q3 		$40M Buy
1,560,822
+49,501
+3% +$1.26M ﹤0.01% 1763
2024
Q2 		$38.3M Buy
1,511,321
+82,583
+6% +$2.09M ﹤0.01% 1654
2024
Q1 		$36.2M Buy
1,428,738
+55,394
+4% +$1.41M ﹤0.01% 1738
2023
Q4 		$35M Buy
1,373,344
+469,492
+52% +$11.8M ﹤0.01% 1631
2023
Q3 		$22.4M Buy
903,852
+114,957
+15% +$2.88M ﹤0.01% 1914
2023
Q2 		$19.9M Buy
788,895
+57,952
+8% +$1.46M ﹤0.01% 2048
2023
Q1 		$18.7M Buy
730,943
+57,681
+9% +$1.46M ﹤0.01% 2190
2022
Q4 		$17M Buy
673,262
+230,338
+52% +$5.74M ﹤0.01% 2153
2022
Q3 		$10.9M Buy
442,924
+71,478
+19% +$1.81M ﹤0.01% 2525
2022
Q2 		$9.41M Buy
371,446
+200,761
+118% +$5.06M ﹤0.01% 2763
2022
Q1 		$4.35M Buy
170,685
+252
+0.1% +$6.59K ﹤0.01% 3779
2021
Q4 		$4.58M Buy
170,433
+23,447
+16% +$630K ﹤0.01% 3744
2021
Q3 		$3.95M Buy
146,986
+37,548
+34% +$1.02M ﹤0.01% 3793
2021
Q2 		$2.95M Buy
109,438
+17,153
+19% +$462K ﹤0.01% 3995
2021
Q1 		$2.48M Buy
92,285
+27,036
+41% +$730K ﹤0.01% 4072
2020
Q4 		$1.77M Sell
65,249
-12,505
-16% -$337K ﹤0.01% 4063
2020
Q3 		$2.09M Buy
77,754
+47,556
+157% +$1.28M ﹤0.01% 3646
2020
Q2 		$805K Buy
30,198
+16,091
+114% +$422K ﹤0.01% 4278
2020
Q1 		$364K Buy
14,107
+12,395
+724% +$323K ﹤0.01% 4731
2019
Q4 		$44K Buy
+1,712
New +$44.4K ﹤0.01% 6291

Other funds holding IBMO

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.14B 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 $32.7B 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 $530B AUM 22.01% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Bank of America's IBMO Position: Q1 2026 in Review

Bank of America reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 3% in Q1 2026, selling an estimated $1.59M and leaving 1,987,582 shares worth $50.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1583.

Bank of America first reported a position in IBMO in Q4 2019 and has held it in 26 quarters since. The position peaked at $52.5M in Q4 2025. 193 funds tracked by Wall St. Rank hold IBMO as of Q1 2026.

  • Bank of America held 1,987,582 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $50.9M as of Q1 2026.
  • Bank of America sold 62,035 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q1 2026, an estimated $1.59M.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #1583 holding.
  • Bank of America first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Bank of America's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $52.5M in Q4 2025.
  • 193 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.