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Bullock Wealth Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Bullock Wealth 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 		$51K Buy
1,996
+12
+0.6% +$308 0.02% 280
2026
Q1 		$50.8K Buy
1,984
+7
+0.4% +$180 0.03% 272
2025
Q4 		$50.7K Buy
1,977
+16
+0.8% +$410 0.02% 269
2025
Q3 		$50.2K Buy
+1,961
New +$50.3K 0.02% 265
2024
Q2 		– Sell
-1,190
Closed -$30.1K – 581
2024
Q1 		$30.1K Buy
+1,190
New +$30.3K 0.02% 274

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bullock Wealth Management's IBMO Position: Q2 2026 in Review

Bullock Wealth Management increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 0.6% in Q2 2026, buying an estimated $308 and bringing the position to 1,996 shares worth $51K. The position accounts for 0.02% of the portfolio, ranked #280.

Bullock Wealth Management first reported a position in IBMO in Q1 2024 and has held it in 5 quarters since. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Bullock Wealth Management held 1,996 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $51K as of Q2 2026.
  • Bullock Wealth Management bought 12 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $308.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.02% of Bullock Wealth Management's portfolio in Q2 2026, its #280 holding.
  • Bullock Wealth Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2024 and has held it in 5 quarters since.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.