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

Capital Investment 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 		$1.52M Sell
59,283
-7,202
-11% -$185K 0.02% 281
2025
Q4 		$1.7M Buy
66,485
+736
+1% +$18.9K 0.03% 254
2025
Q3 		$1.69M Buy
65,749
+2,011
+3% +$51.6K 0.03% 258
2025
Q2 		$1.63M Buy
63,738
+6,344
+11% +$162K 0.03% 261
2025
Q1 		$1.47M Buy
57,394
+1,417
+3% +$36.2K 0.03% 266
2024
Q4 		$1.43M Buy
55,977
+10,838
+24% +$277K 0.03% 261
2024
Q3 		$1.16M Buy
45,139
+2,178
+5% +$55.6K 0.02% 281
2024
Q2 		$1.09M Buy
42,961
+5,751
+15% +$145K 0.02% 276
2024
Q1 		$943K Buy
37,210
+479
+1% +$12.2K 0.02% 296
2023
Q4 		$937K Buy
36,731
+3,907
+12% +$98.1K 0.02% 280
2023
Q3 		$814K Buy
32,824
+3,111
+10% +$78K 0.02% 290
2023
Q2 		$748K Buy
29,713
+3,315
+13% +$83.7K 0.02% 276
2023
Q1 		$674K Buy
26,398
+4,083
+18% +$104K 0.02% 307
2022
Q4 		$563K Buy
22,315
+10,903
+96% +$272K 0.02% 340
2022
Q3 		$281K Buy
11,412
+63
+0.6% +$1.6K 0.01% 427
2022
Q2 		$288K Buy
11,349
+748
+7% +$18.8K 0.01% 440
2022
Q1 		$270K Buy
+10,601
New +$277K 0.01% 480

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

Capital Investment Advisors's IBMO Position: Q1 2026 in Review

Capital Investment Advisors reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 11% in Q1 2026, selling an estimated $185K and leaving 59,283 shares worth $1.52M. The position accounts for 0.02% of the portfolio, ranked #281.

Capital Investment Advisors first reported a position in IBMO in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.7M in Q4 2025. 193 funds tracked by Wall St. Rank hold IBMO as of Q1 2026.

  • Capital Investment Advisors held 59,283 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $1.52M as of Q1 2026.
  • Capital Investment Advisors sold 7,202 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q1 2026, an estimated $185K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.02% of Capital Investment Advisors's portfolio in Q1 2026, its #281 holding.
  • Capital Investment Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • Capital Investment Advisors's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $1.7M in Q4 2025.
  • 193 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.