Belpointe Asset Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Belpointe Asset Management’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	–	Sell	-12,742	Closed	-$327K	–	1169
2026 Q1	$327K	Sell	12,742 -50,337	-80%	-$1.29M	0.01%	830
2025 Q4	$1.62M	Sell	63,079 -5,506	-8%	-$141K	0.06%	274
2025 Q3	$1.76M	Buy	68,585 +21,329	+45%	+$547K	0.07%	250
2025 Q2	$1.21M	Buy	+47,256	New	+$1.21M	0.05%	303
2023 Q1	–	Sell	-600	Closed	-$15.1K	–	3787
2022 Q4	$15.1K	Buy	+600	New	+$15K	﹤0.01%	2387

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

Belpointe Asset Management's IBMO Position: Q2 2026 in Review

Belpointe Asset Management sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q2 2026, closing a stake of 12,742 shares — an estimated $327K sold.

Belpointe Asset Management first reported a position in IBMO in Q4 2022 and held it in 5 quarters. The position peaked at $1.76M in Q3 2025. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

Belpointe Asset Management reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
Belpointe Asset Management sold 12,742 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $327K.
Belpointe Asset Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2022 and held it in 5 quarters.
Belpointe Asset Management's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $1.76M in Q3 2025.
181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.