Cambridge Investment Research Advisors
IBMO icon

Cambridge Investment Research Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Cambridge Investment Research Advisors’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
Q1 		$772K Sell
30,108
-2,708
-8% -$69.5K ﹤0.01% 2400
2025
Q4 		$841K Sell
32,816
-4,402
-12% -$113K ﹤0.01% 2241
2025
Q3 		$955K Buy
37,218
+3,255
+10% +$83.5K ﹤0.01% 2088
2025
Q2 		$870K Buy
33,963
+18,477
+119% +$472K ﹤0.01% 2065
2025
Q1 		$396K Buy
15,486
+3,690
+31% +$94.2K ﹤0.01% 2649
2024
Q4 		$300K Buy
11,796
+2,343
+25% +$59.8K ﹤0.01% 2833
2024
Q3 		$243K Hold
9,453
– – ﹤0.01% 2988
2024
Q2 		$239K Buy
9,453
+460
+5% +$11.6K ﹤0.01% 2891
2024
Q1 		$228K Sell
8,993
-53
-0.6% -$1.35K ﹤0.01% 2920
2023
Q4 		$231K Sell
9,046
-5,673
-39% -$142K ﹤0.01% 2804
2023
Q3 		$365K Sell
14,719
-52,078
-78% -$1.31M ﹤0.01% 2350
2023
Q2 		$1.68M Sell
66,797
-8,409
-11% -$212K 0.01% 1279
2023
Q1 		$1.92M Buy
75,206
+16,078
+27% +$408K 0.01% 1151
2022
Q4 		$1.49M Buy
59,128
+35,074
+146% +$875K 0.01% 1265
2022
Q3 		$592K Buy
+24,054
New +$610K ﹤0.01% 1831
2021
Q3 		– Sell
-7,462
Closed -$201K – 3142
2021
Q2 		$201K Buy
+7,462
New +$201K ﹤0.01% 2835
2021
Q1 		– Sell
-8,200
Closed -$222K – 2928
2020
Q4 		$222K Hold
8,200
– – ﹤0.01% 2394
2020
Q3 		$221K Buy
+8,200
New +$221K ﹤0.01% 2169

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.14B AUM 23.53% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors's IBMO Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 8.3% in Q1 2026, selling an estimated $69.5K and leaving 30,108 shares worth $772K. The position accounts for ﹤0.01% of the portfolio, ranked #2400.

Cambridge Investment Research Advisors first reported a position in IBMO in Q3 2020 and has held it in 18 quarters since. The position peaked at $1.92M in Q1 2023. 193 funds tracked by Wall St. Rank hold IBMO as of Q1 2026.

  • Cambridge Investment Research Advisors held 30,108 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $772K as of Q1 2026.
  • Cambridge Investment Research Advisors sold 2,708 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q1 2026, an estimated $69.5K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2400 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q3 2020 and has held it in 18 quarters since.
  • Cambridge Investment Research Advisors's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $1.92M in Q1 2023.
  • 193 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.