BEI
IBMO icon

Benjamin Edwards Inc’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Benjamin Edwards Inc’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
Q4 		– Sell
-49,029
Closed -$1.26M – 1342
2025
Q3 		$1.26M Buy
49,029
+1,277
+3% +$32.8K 0.01% 618
2025
Q2 		$1.22M Sell
47,752
-836
-2% -$21.3K 0.02% 563
2025
Q1 		$1.24M Buy
48,588
+3,793
+8% +$96.8K 0.02% 521
2024
Q4 		$1.14M Buy
44,795
+2,483
+6% +$63.4K 0.02% 570
2024
Q3 		$1.09M Buy
42,312
+41,449
+4,803% +$1.06M 0.02% 577
2024
Q2 		$22K Buy
863
+187
+28% +$4.72K ﹤0.01% 579
2024
Q1 		$17K Buy
+676
New +$17.2K ﹤0.01% 591
2023
Q3 		– Sell
-985
Closed -$25K – 658
2023
Q2 		$25K Sell
985
-15
-2% -$379 0.01% 522
2023
Q1 		$26K Buy
+1,000
New +$25.4K 0.01% 518
2021
Q1 		– Sell
-298
Closed -$8K – 386
2020
Q4 		$8K Buy
298
+12
+4% +$324 0.01% 332
2020
Q3 		$8K Buy
286
+153
+115% +$4.12K 0.01% 317
2020
Q2 		$4K Sell
133
-21
-14% -$551 ﹤0.01% 348
2020
Q1 		$4K Buy
+154
New +$4.01K ﹤0.01% 338
2019
Q4 		– Sell
-72
Closed -$2K – 289
2019
Q3 		$2K Buy
+72
New +$1.87K ﹤0.01% 278

Other funds holding IBMO

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.13B AUM 23.53% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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 $501B AUM 22.01% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return