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CFS Investment Advisory Services’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

CFS Investment Advisory Services’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 		$586K Sell
22,873
-5,002
-18% -$128K 0.04% 241
2026
Q1 		$715K Sell
27,875
-1,658
-6% -$42.6K 0.05% 219
2025
Q4 		$757K Buy
29,533
+4,742
+19% +$121K 0.06% 204
2025
Q3 		$634K Sell
24,791
-745
-3% -$19.1K 0.05% 211
2025
Q2 		$654K Sell
25,536
-153
-0.6% -$3.9K 0.05% 205
2025
Q1 		$657K Sell
25,689
-4,599
-15% -$117K 0.06% 197
2024
Q4 		$771K Sell
30,288
-2,755
-8% -$70.3K 0.07% 177
2024
Q3 		$848K Sell
33,043
-1,147
-3% -$29.3K 0.07% 166
2024
Q2 		$866K Sell
34,190
-12,696
-27% -$321K 0.07% 150
2024
Q1 		$1.19M Buy
46,886
+33
+0.1% +$839 0.2% 75
2023
Q4 		$1.2M Sell
46,853
-4,328
-8% -$109K 0.22% 69
2023
Q3 		$1.27M Sell
51,181
-7,613
-13% -$191K 0.2% 83
2023
Q2 		$1.48M Sell
58,794
-7,716
-12% -$195K 0.19% 97
2023
Q1 		$1.7M Buy
66,510
+13,554
+26% +$344K 0.31% 55
2022
Q4 		$1.33M Sell
52,956
-4,199
-7% -$105K 0.3% 53
2022
Q3 		$1.41M Sell
57,155
-806
-1% -$20.4K 0.36% 41
2022
Q2 		$1.47M Buy
+57,961
New +$1.46M 0.22% 95
2021
Q4 		$1.41M Buy
+54,042
New +$1.45M 0.19% 113

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CFS Investment Advisory Services's IBMO Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 18% in Q2 2026, selling an estimated $128K and leaving 22,873 shares worth $586K. The position accounts for 0.04% of the portfolio, ranked #241.

CFS Investment Advisory Services first reported a position in IBMO in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.7M in Q1 2023. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • CFS Investment Advisory Services held 22,873 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $586K as of Q2 2026.
  • CFS Investment Advisory Services sold 5,002 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $128K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.04% of CFS Investment Advisory Services's portfolio in Q2 2026, its #241 holding.
  • CFS Investment Advisory Services first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • CFS Investment Advisory Services's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $1.7M in Q1 2023.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.