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Brinker Capital Investments’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Brinker Capital Investments’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
-46,139
Closed -$1.18M – 2145
2025
Q3 		$1.18M Sell
46,139
-8,778
-16% -$225K 0.01% 1133
2025
Q2 		$1.41M Buy
54,917
+10,353
+23% +$264K 0.01% 985
2025
Q1 		$1.14M Buy
44,564
+36,293
+439% +$926K 0.01% 1012
2024
Q4 		$211K Buy
+8,271
New +$211K ﹤0.01% 1734

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

Brinker Capital Investments's IBMO Position: Q4 2025 in Review

Brinker Capital Investments sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q4 2025, closing a stake of 46,139 shares — an estimated $1.18M sold.

Brinker Capital Investments first reported a position in IBMO in Q4 2024 and held it in 4 quarters. The position peaked at $1.41M in Q2 2025. 182 funds tracked by Wall St. Rank hold IBMO as of Q4 2025.

  • Brinker Capital Investments reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Brinker Capital Investments sold 46,139 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q4 2025, an estimated $1.18M.
  • Brinker Capital Investments first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2024 and held it in 4 quarters.
  • Brinker Capital Investments's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $1.41M in Q2 2025.
  • 182 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q4 2025.

Based on Brinker Capital Investments's 13F filing for Q4 2025, filed 12 Feb 2026.