CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

CAPTRUST Financial 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
Q2 		$1.24M Buy
48,501
+28,543
+143% +$732K ﹤0.01% 1622
2026
Q1 		$512K Sell
19,958
-1,353
-6% -$34.7K ﹤0.01% 2018
2025
Q4 		$546K Buy
21,311
+399
+2% +$10.2K ﹤0.01% 1848
2025
Q3 		$537K Buy
20,912
+2,223
+12% +$57K ﹤0.01% 1766
2025
Q2 		$479K Sell
18,689
-1,693
-8% -$43.2K ﹤0.01% 1755
2025
Q1 		$521K Sell
20,382
-4,475
-18% -$114K ﹤0.01% 1617
2024
Q4 		$633K Sell
24,857
-2,948
-11% -$75.2K ﹤0.01% 1483
2024
Q3 		$713K Buy
27,805
+9,523
+52% +$243K ﹤0.01% 1399
2024
Q2 		$463K Buy
18,282
+2,518
+16% +$63.6K ﹤0.01% 1544
2024
Q1 		$400K Sell
15,764
-2,366
-13% -$60.2K ﹤0.01% 1609
2023
Q4 		$463K Buy
18,130
+6,700
+59% +$168K ﹤0.01% 1788
2023
Q3 		$284K Hold
11,430
– – ﹤0.01% 2028
2023
Q2 		$288K Sell
11,430
-2,104
-16% -$53.1K ﹤0.01% 2010
2023
Q1 		$346K Buy
13,534
+73
+0.5% +$1.85K ﹤0.01% 1653
2022
Q4 		$339K Buy
+13,461
New +$336K ﹤0.01% 1566
2022
Q3 		– Sell
-2,980
Closed -$76K – 2982
2022
Q2 		$76K Sell
2,980
-8,192
-73% -$206K ﹤0.01% 2427
2022
Q1 		$285K Sell
11,172
-846
-7% -$22.1K ﹤0.01% 1468
2021
Q4 		$323K Buy
12,018
+274
+2% +$7.36K ﹤0.01% 1345
2021
Q3 		$316K Sell
11,744
-1,222
-9% -$33.1K ﹤0.01% 1267
2021
Q2 		$350K Sell
12,966
-10,311
-44% -$278K ﹤0.01% 1171
2021
Q1 		$624K Buy
23,277
+3,665
+19% +$98.9K 0.01% 869
2020
Q4 		$531K Buy
19,612
+1,620
+9% +$43.7K 0.01% 808
2020
Q3 		$485K Buy
17,992
+2,404
+15% +$64.7K 0.01% 727
2020
Q2 		$415K Buy
15,588
+778
+5% +$20.4K 0.01% 774
2020
Q1 		$376K Buy
+14,810
New +$386K 0.01% 659

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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

CAPTRUST Financial Advisors's IBMO Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 143% in Q2 2026, buying an estimated $732K and bringing the position to 48,501 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #1622.

CAPTRUST Financial Advisors first reported a position in IBMO in Q1 2020 and has held it in 25 quarters since. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • CAPTRUST Financial Advisors held 48,501 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $1.24M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 28,543 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $732K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1622 holding.
  • CAPTRUST Financial Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.