Commonwealth Equity Services
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Commonwealth Equity Services’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Commonwealth Equity 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 		$3.82M Sell
149,069
-5,721
-4% -$147K ﹤0.01% 1612
2026
Q1 		$3.97M Sell
154,790
-18,076
-10% -$464K 0.01% 1502
2025
Q4 		$4.43M Buy
172,866
+16,419
+10% +$421K 0.01% 1407
2025
Q3 		$4.01M Buy
156,447
+6,725
+4% +$172K 0.01% 1506
2025
Q2 		$3.84M Sell
149,722
-3,855
-3% -$98.4K 0.01% 1508
2025
Q1 		$3.92M Buy
153,577
+13,371
+10% +$341K 0.01% 1433
2024
Q4 		$3.57M Buy
140,206
+10,893
+8% +$278K 0.01% 1455
2024
Q3 		$3.32M Buy
129,313
+27,744
+27% +$708K 0.01% 1505
2024
Q2 		$2.57M Sell
101,569
-123
-0.1% -$3.1K ﹤0.01% 1617
2024
Q1 		$2.58M Buy
101,692
+10,656
+12% +$271K ﹤0.01% 1606
2023
Q4 		$2.32M Buy
91,036
+2,672
+3% +$67.1K ﹤0.01% 1591
2023
Q3 		$2.19M Buy
88,364
+11,631
+15% +$291K ﹤0.01% 1547
2023
Q2 		$1.93M Buy
76,733
+1,847
+2% +$46.6K ﹤0.01% 1639
2023
Q1 		$1.91M Buy
74,886
+28,466
+61% +$722K ﹤0.01% 1582
2022
Q4 		$1.17M Buy
46,420
+8,591
+23% +$214K ﹤0.01% 1868
2022
Q3 		$931K Buy
37,829
+23,701
+168% +$601K ﹤0.01% 1950
2022
Q2 		$358K Sell
14,128
-1,225
-8% -$30.8K ﹤0.01% 2672
2022
Q1 		$391K Sell
15,353
-9
-0.1% -$235 ﹤0.01% 2735
2021
Q4 		$412K Buy
15,362
+6
+0% +$161 ﹤0.01% 2691
2021
Q3 		$412K Buy
15,356
+1
+0% +$27 ﹤0.01% 2628
2021
Q2 		$414K Buy
15,355
+3,621
+31% +$97.6K ﹤0.01% 2612
2021
Q1 		$314K Buy
11,734
+1,764
+18% +$47.6K ﹤0.01% 2720
2020
Q4 		$270K Buy
+9,970
New +$269K ﹤0.01% 2666

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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

Commonwealth Equity Services's IBMO Position: Q2 2026 in Review

Commonwealth Equity Services reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 3.7% in Q2 2026, selling an estimated $147K and leaving 149,069 shares worth $3.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1612.

Commonwealth Equity Services first reported a position in IBMO in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.43M in Q4 2025. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Commonwealth Equity Services held 149,069 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $3.82M as of Q2 2026.
  • Commonwealth Equity Services sold 5,721 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $147K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1612 holding.
  • Commonwealth Equity Services first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Commonwealth Equity Services's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $4.43M in Q4 2025.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.