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

Blue Square 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 		$1.9M Sell
74,014
-490
-0.7% -$12.6K 0.77% 30
2026
Q1 		$1.91M Buy
74,504
+28,664
+63% +$736K 0.91% 29
2025
Q4 		$1.18M Buy
45,840
+1,884
+4% +$48.3K 0.52% 36
2025
Q3 		$1.13M Sell
43,956
-794
-2% -$20.4K 0.49% 35
2025
Q2 		$1.15M Sell
44,750
-910
-2% -$23.2K 0.54% 36
2025
Q1 		$1.17M Sell
45,660
-963
-2% -$24.6K 0.63% 34
2024
Q4 		$1.19M Sell
46,623
-1,571
-3% -$40.1K 0.59% 39
2024
Q3 		$1.24M Sell
48,194
-1,191
-2% -$30.4K 0.66% 37
2024
Q2 		$1.25M Sell
49,385
-1,696
-3% -$42.8K 0.73% 41
2024
Q1 		$1.29M Sell
51,081
-382
-0.7% -$9.71K 0.86% 40
2023
Q4 		$1.31M Buy
51,463
+7,163
+16% +$180K 0.87% 35
2023
Q3 		$1.1M Buy
44,300
+599
+1% +$15K 0.81% 35
2023
Q2 		$1.1M Buy
43,701
+1,252
+3% +$31.6K 0.78% 39
2023
Q1 		$1.08M Sell
42,449
-4,683
-10% -$119K 0.71% 8
2022
Q4 		$1.19M Buy
47,132
+1,054
+2% +$26.3K 0.76% 5
2022
Q3 		$1.14M Buy
46,078
+8,755
+23% +$222K 0.77% 4
2022
Q2 		$946K Buy
+37,323
New +$940K 2.03% 12

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

Blue Square Asset Management's IBMO Position: Q2 2026 in Review

Blue Square Asset Management reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 0.66% in Q2 2026, selling an estimated $12.6K and leaving 74,014 shares worth $1.9M. The position accounts for 0.77% of the portfolio, ranked #30.

Blue Square Asset Management first reported a position in IBMO in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.91M in Q1 2026. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Blue Square Asset Management held 74,014 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $1.9M as of Q2 2026.
  • Blue Square Asset Management sold 490 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $12.6K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.77% of Blue Square Asset Management's portfolio in Q2 2026, its #30 holding.
  • Blue Square Asset Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Blue Square Asset Management's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $1.91M 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 Blue Square Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.