BPA
IBMO icon

Beacon Pointe Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Beacon Pointe 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
2026
Q2 		$3.46M Sell
135,041
-5,411
-4% -$139K 0.02% 599
2026
Q1 		$3.6M Buy
140,452
+4,631
+3% +$119K 0.02% 563
2025
Q4 		$3.48M Sell
135,821
-3,293
-2% -$84.3K 0.02% 475
2025
Q3 		$3.57M Buy
139,114
+90,255
+185% +$2.31M 0.03% 423
2025
Q2 		$1.25M Sell
48,859
-4,524
-8% -$115K 0.01% 599
2025
Q1 		$1.36M Sell
53,383
-3,219
-6% -$82.2K 0.02% 562
2024
Q4 		$1.44M Buy
56,602
+1,641
+3% +$41.9K 0.02% 540
2024
Q3 		$1.41M Sell
54,961
-5,368
-9% -$137K 0.02% 546
2024
Q2 		$1.53M Buy
60,329
+4,368
+8% +$110K 0.02% 534
2024
Q1 		$1.42M Buy
55,961
+6,111
+12% +$155K 0.02% 580
2023
Q4 		$1.27M Buy
49,850
+9,572
+24% +$240K 0.02% 593
2023
Q3 		$999K Buy
40,278
+8,741
+28% +$219K 0.01% 628
2023
Q2 		$794K Buy
31,537
+7,331
+30% +$185K 0.01% 585
2023
Q1 		$618K Buy
24,206
+3,074
+15% +$78K 0.01% 690
2022
Q4 		$533K Buy
21,132
+1,094
+5% +$27.3K 0.01% 663
2022
Q3 		$497K Buy
20,038
+564
+3% +$14.3K 0.01% 640
2022
Q2 		$492K Buy
19,474
+6,866
+54% +$173K 0.01% 657
2022
Q1 		$322K Buy
12,608
+4,466
+55% +$117K ﹤0.01% 958
2021
Q4 		$219K Sell
8,142
-6,863
-46% -$184K 0.01% 846
2021
Q3 		$403K Sell
15,005
-42
-0.3% -$1.14K 0.01% 602
2021
Q2 		$406K Buy
15,047
+17
+0.1% +$458 0.01% 554
2021
Q1 		$405K Buy
15,030
+11
+0.1% +$297 0.02% 325
2020
Q4 		$407K Buy
15,019
+201
+1% +$5.42K 0.03% 306
2020
Q3 		$399K Buy
14,818
+1,012
+7% +$27.2K 0.04% 256
2020
Q2 		$368K Sell
13,806
-752
-5% -$19.7K 0.04% 275
2020
Q1 		$376K Buy
+14,558
New +$379K 0.06% 202

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
US Bancorp
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Beacon Pointe Advisors's IBMO Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 3.9% in Q2 2026, selling an estimated $139K and leaving 135,041 shares worth $3.46M. The position accounts for 0.02% of the portfolio, ranked #599.

Beacon Pointe Advisors first reported a position in IBMO in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.6M in Q1 2026. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Beacon Pointe Advisors held 135,041 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $3.46M as of Q2 2026.
  • Beacon Pointe Advisors sold 5,411 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $139K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.02% of Beacon Pointe Advisors's portfolio in Q2 2026, its #599 holding.
  • Beacon Pointe Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Beacon Pointe Advisors's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $3.6M in Q1 2026.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.