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	0.02%	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

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return

Kastel Capital Advisors Wellesley, Massachusetts $158M AUM

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return