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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Rossmore Private Capital Glastonbury, Connecticut $1.13B AUM 23.53% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return