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

Clearstead 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	$1.49M	Buy	58,315 +197	+0.3%	+$5.06K	0.02%	427
2025 Q4	$1.49M	Sell	58,118 -419,461	-88%	-$10.7M	0.02%	384
2025 Q3	$12.3M	Sell	477,579 -404,595	-46%	-$10.4M	0.18%	121
2025 Q2	$22.6M	Buy	882,174 +26,753	+3%	+$683K	0.32%	67
2025 Q1	$21.9M	Sell	855,421 -7,884	-0.9%	-$201K	0.34%	63
2024 Q4	$22M	Buy	863,305 +64,817	+8%	+$1.65M	0.33%	65
2024 Q3	$20.5M	Buy	798,488 +25,146	+3%	+$642K	0.32%	70
2024 Q2	$19.6M	Buy	+773,342	New	+$19.5M	0.33%	63

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

Rossmore Private Capital Glastonbury, Connecticut $1.13B AUM 23.53% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return