Cary Street Partners’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Cary Street Partners’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	$263K	Hold	10,245	–	–	0.01%	845
2026 Q1	$263K	Hold	10,245	–	–	0.01%	747
2025 Q4	$263K	Hold	10,245	–	–	0.01%	756
2025 Q3	$263K	Buy	10,245 +650	+7%	+$16.7K	0.01%	711
2025 Q2	$246K	Hold	9,595	–	–	0.01%	707
2025 Q1	$245K	Hold	9,595	–	–	0.01%	694
2024 Q4	$244K	Buy	+9,595	New	+$245K	0.01%	665

Other funds holding IBMO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cary Street Partners's IBMO Position: Q2 2026 in Review

Cary Street Partners held its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) position steady in Q2 2026 at 10,245 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #845.

Cary Street Partners first reported a position in IBMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $263K in Q3 2025. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

Cary Street Partners held 10,245 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $263K as of Q2 2026.
Cary Street Partners left its iShares iBonds Dec 2026 Term Muni Bond ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #845 holding.
Cary Street Partners first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $263K in Q3 2025.
181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.