Cora Capital Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Cora Capital 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	$320K	Hold	12,500	–	–	0.11%	94
2025 Q4	$320K	Hold	12,500	–	–	0.12%	89
2025 Q3	$321K	Hold	12,500	–	–	0.14%	78
2025 Q2	$320K	Hold	12,500	–	–	0.14%	75
2025 Q1	$320K	Hold	12,500	–	–	0.15%	73
2024 Q4	$318K	Hold	12,500	–	–	0.15%	72
2024 Q3	$321K	Hold	12,500	–	–	0.16%	72
2024 Q2	$317K	Hold	12,500	–	–	0.16%	71
2024 Q1	$317K	Hold	12,500	–	–	0.17%	67
2023 Q4	$319K	Buy	12,500 +800	+7%	+$20.1K	0.19%	64
2023 Q3	$290K	Hold	11,700	–	–	0.19%	69
2023 Q2	$295K	Hold	11,700	–	–	0.2%	72
2023 Q1	$299K	Buy	+11,700	New	+$297K	0.22%	63

Other funds holding IBMO

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

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

RPC

Rossmore Private Capital Glastonbury, Connecticut $1.14B 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 $32.7B AUM 19.2% 1-Year Est. Return

LIA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cora Capital Advisors's IBMO Position: Q1 2026 in Review

Cora Capital Advisors held its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) position steady in Q1 2026 at 12,500 shares worth $320K. The position accounts for 0.11% of the portfolio, ranked #94.

Cora Capital Advisors first reported a position in IBMO in Q1 2023 and has held it in 13 quarters since. The position peaked at $321K in Q3 2025. 193 funds tracked by Wall St. Rank hold IBMO as of Q1 2026.

Cora Capital Advisors held 12,500 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $320K as of Q1 2026.
Cora Capital Advisors left its iShares iBonds Dec 2026 Term Muni Bond ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.11% of Cora Capital Advisors's portfolio in Q1 2026, its #94 holding.
Cora Capital Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2023 and has held it in 13 quarters since.
Cora Capital Advisors's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $321K in Q3 2025.
193 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q1 2026.

Based on Cora Capital Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.