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 Q2	$1.46M	Sell	56,787 -1,528	-3%	-$39.2K	0.01%	454
2026 Q1	$1.49M	Buy	58,315 +197	+0.3%	+$5.06K	0.01%	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	0.16%	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 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

Clearstead Advisors's IBMO Position: Q2 2026 in Review

Clearstead Advisors reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 2.6% in Q2 2026, selling an estimated $39.2K and leaving 56,787 shares worth $1.46M. The position accounts for 0.01% of the portfolio, ranked #454.

Clearstead Advisors first reported a position in IBMO in Q2 2024 and has held it in 9 quarters since. The position peaked at $22.6M in Q2 2025. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

Clearstead Advisors held 56,787 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $1.46M as of Q2 2026.
Clearstead Advisors sold 1,528 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $39.2K.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #454 holding.
Clearstead Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2024 and has held it in 9 quarters since.
Clearstead Advisors's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $22.6M in Q2 2025.
181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.