BEI
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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 $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 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
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Benjamin Edwards Inc's IBMO Position: Q4 2025 in Review

Benjamin Edwards Inc sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q4 2025, closing a stake of 49,029 shares — an estimated $1.26M sold.

Benjamin Edwards Inc first reported a position in IBMO in Q3 2019 and held it in 14 quarters. The position peaked at $1.26M in Q3 2025. 181 funds tracked by Wall St. Rank hold IBMO as of Q4 2025.

  • Benjamin Edwards Inc reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Benjamin Edwards Inc sold 49,029 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q4 2025, an estimated $1.26M.
  • Benjamin Edwards Inc first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q3 2019 and held it in 14 quarters.
  • Benjamin Edwards Inc's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $1.26M in Q3 2025.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q4 2025.

Based on Benjamin Edwards Inc's 13F filing for Q4 2025, filed 2 Feb 2026.