Cetera Investment Advisers
IBMO icon

Cetera Investment Advisers’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Cetera Investment Advisers’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 		$2.53M Buy
98,902
+51,280
+108% +$1.32M ﹤0.01% 2066
2025
Q4 		$1.22M Buy
47,622
+2,273
+5% +$58.2K ﹤0.01% 2654
2025
Q3 		$1.16M Sell
45,349
-62
-0.1% -$1.59K ﹤0.01% 2651
2025
Q2 		$1.16M Buy
45,411
+5,536
+14% +$141K ﹤0.01% 2243
2025
Q1 		$1.02M Buy
39,875
+4,117
+12% +$105K ﹤0.01% 2247
2024
Q4 		$910K Buy
35,758
+11,142
+45% +$284K ﹤0.01% 2221
2024
Q3 		$632K Buy
24,616
+1,570
+7% +$40.1K ﹤0.01% 2467
2024
Q2 		$584K Sell
23,046
-22,835
-50% -$577K ﹤0.01% 2470
2024
Q1 		$1.16M Buy
45,881
+26,653
+139% +$678K ﹤0.01% 1950
2023
Q4 		$491K Buy
19,228
+228
+1% +$5.72K ﹤0.01% 1502
2023
Q3 		$471K Hold
19,000
– – ﹤0.01% 1452
2023
Q2 		$478K Hold
19,000
– – ﹤0.01% 1476
2023
Q1 		$485K Hold
19,000
– – ﹤0.01% 1453
2022
Q4 		$479K Buy
+19,000
New +$474K ﹤0.01% 1400

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 $1.13B 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 $25.5B 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 $501B AUM 22.01% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return