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

Commonwealth Financial 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	–	Sell	-10,426	Closed	-$267K	–	326
2026 Q1	$267K	Buy	10,426 +248	+2%	+$6.37K	0.04%	195
2025 Q4	$261K	Sell	10,178 -3,384	-25%	-$86.7K	0.04%	189
2025 Q3	$348K	Sell	13,562 -93	-0.7%	-$2.38K	0.06%	153
2025 Q2	$350K	Sell	13,655 -440	-3%	-$11.2K	0.07%	142
2025 Q1	$360K	Sell	14,095 -951	-6%	-$24.3K	0.07%	134
2024 Q4	$383K	Hold	15,046	–	–	0.08%	127
2024 Q3	$385K	Buy	15,046 +1,106	+8%	+$28.2K	0.08%	121
2024 Q2	$353K	Sell	13,940 -2,819	-17%	-$71.2K	0.07%	120
2024 Q1	$428K	Hold	16,759	–	–	0.1%	105
2023 Q4	$428K	Buy	+16,759	New	+$421K	0.1%	104

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

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

Commonwealth Financial Services sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q2 2026, closing a stake of 10,426 shares — an estimated $267K sold.

Commonwealth Financial Services first reported a position in IBMO in Q4 2023 and held it in 10 quarters. The position peaked at $428K in Q1 2024. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

Commonwealth Financial Services reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
Commonwealth Financial Services sold 10,426 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $267K.
Commonwealth Financial Services first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2023 and held it in 10 quarters.
Commonwealth Financial Services's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $428K in Q1 2024.
181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.