Brookstone Capital Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Brookstone Capital 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	$1.49M	Buy	58,205 +16,685	+40%	+$428K	0.01%	580
2026 Q1	$1.06M	Buy	41,520 +8,883	+27%	+$228K	0.01%	624
2025 Q4	$837K	Buy	32,637 +9,053	+38%	+$232K	0.01%	678
2025 Q3	$605K	Buy	23,584 +12,516	+113%	+$321K	0.01%	761
2025 Q2	$284K	Buy	11,068 +2,012	+22%	+$51.3K	﹤0.01%	916
2025 Q1	$231K	Buy	9,056 +1,037	+13%	+$26.5K	﹤0.01%	946
2024 Q4	$204K	Buy	+8,019	New	+$205K	﹤0.01%	949

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

Brookstone Capital Management's IBMO Position: Q2 2026 in Review

Brookstone Capital Management increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 40% in Q2 2026, buying an estimated $428K and bringing the position to 58,205 shares worth $1.49M. The position accounts for 0.01% of the portfolio, ranked #580.

Brookstone Capital Management first reported a position in IBMO in Q4 2024 and has held it in 7 quarters since. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

Brookstone Capital Management held 58,205 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $1.49M as of Q2 2026.
Brookstone Capital Management bought 16,685 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $428K.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #580 holding.
Brookstone Capital Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.