Baring Financial’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Baring Financial’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	$250K	Buy	+9,747	New	+$250K	0.13%	71

Other funds holding IBMO

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Heffernan Advisory Flagstaff, Arizona $149M AUM 6.92% 1-Year Est. Return

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Baring Financial's IBMO Position: Q3 2026 in Review

Baring Financial opened a new position in iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q3 2026: 9,747 shares worth $250K. The stake represents 0.13% of the portfolio and ranks #71 among its holdings.

14 funds tracked by Wall St. Rank hold IBMO as of Q3 2026.

Baring Financial held 9,747 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $250K as of Q3 2026.
iShares iBonds Dec 2026 Term Muni Bond ETF was a new Baring Financial position in Q3 2026.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.13% of Baring Financial's portfolio in Q3 2026, its #71 holding.
14 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q3 2026.

Based on Baring Financial's 13F filing for Q3 2026, filed 7 Oct 2026.