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

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return

Kastel Capital Advisors Wellesley, Massachusetts $158M AUM

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return