Cooper/Haims Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Cooper/Haims 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	$256K	Hold	10,000	–	–	0.11%	89
2026 Q1	$256K	Hold	10,000	–	–	0.12%	81
2025 Q4	$256K	Hold	10,000	–	–	0.12%	78
2025 Q3	$257K	Hold	10,000	–	–	0.12%	70
2025 Q2	$256K	Hold	10,000	–	–	0.13%	73
2025 Q1	$256K	Hold	10,000	–	–	0.14%	65
2024 Q4	$255K	Hold	10,000	–	–	0.14%	66
2024 Q3	$257K	Hold	10,000	–	–	0.14%	68
2024 Q2	$253K	Hold	10,000	–	–	0.14%	71
2024 Q1	$254K	Hold	10,000	–	–	0.15%	67
2023 Q4	$255K	Buy	+10,000	New	+$251K	0.14%	62

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cooper/Haims Advisors's IBMO Position: Q2 2026 in Review

Cooper/Haims Advisors held its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) position steady in Q2 2026 at 10,000 shares worth $256K. The position accounts for 0.11% of the portfolio, ranked #89.

Cooper/Haims Advisors first reported a position in IBMO in Q4 2023 and has held it in 11 quarters since. The position peaked at $257K in Q3 2025. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

Cooper/Haims Advisors held 10,000 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $256K as of Q2 2026.
Cooper/Haims Advisors left its iShares iBonds Dec 2026 Term Muni Bond ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.11% of Cooper/Haims Advisors's portfolio in Q2 2026, its #89 holding.
Cooper/Haims Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
Cooper/Haims Advisors's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $257K in Q3 2025.
181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Cooper/Haims Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.