Creative Planning
IBMO icon

Creative Planning’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Creative Planning’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 		$501K Buy
19,542
+5,251
+37% +$135K ﹤0.01% 3030
2025
Q4 		$366K Sell
14,291
-99
-0.7% -$2.54K ﹤0.01% 3105
2025
Q3 		$369K Buy
14,390
+2,834
+25% +$72.7K ﹤0.01% 2989
2025
Q2 		$296K Hold
11,556
– – ﹤0.01% 2904
2025
Q1 		$295K Sell
11,556
-1,100
-9% -$28.1K ﹤0.01% 2773
2024
Q4 		$322K Sell
12,656
-765
-6% -$19.5K ﹤0.01% 2597
2024
Q3 		$344K Sell
13,421
-7,809
-37% -$199K ﹤0.01% 2414
2024
Q2 		$538K Sell
21,230
-5,513
-21% -$139K ﹤0.01% 1881
2024
Q1 		$678K Sell
26,743
-6,627
-20% -$169K ﹤0.01% 1635
2023
Q4 		$851K Sell
33,370
-6,481
-16% -$163K ﹤0.01% 1329
2023
Q3 		$989K Buy
39,851
+970
+2% +$24.3K ﹤0.01% 1163
2023
Q2 		$979K Sell
38,881
-918
-2% -$23.2K ﹤0.01% 1135
2023
Q1 		$1.02M Buy
39,799
+12,428
+45% +$315K ﹤0.01% 1072
2022
Q4 		$690K Sell
27,371
-2,663
-9% -$66.4K ﹤0.01% 1239
2022
Q3 		$740K Buy
30,034
+3,904
+15% +$99K ﹤0.01% 1107
2022
Q2 		$662K Sell
26,130
-8,078
-24% -$203K ﹤0.01% 1157
2022
Q1 		$873K Sell
34,208
-13,042
-28% -$341K ﹤0.01% 1051
2021
Q4 		$1.27M Sell
47,250
-535
-1% -$14.4K ﹤0.01% 846
2021
Q3 		$1.28M Sell
47,785
-200
-0.4% -$5.41K ﹤0.01% 842
2021
Q2 		$1.29M Buy
+47,985
New +$1.29M ﹤0.01% 828

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
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.13B AUM 23.53% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return