Crumly & Associates’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Crumly & Associates’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
2025 Q2	–	Sell	-12,450	Closed	-$318K	–	166
2025 Q1	$318K	Sell	12,450 -31,685	-72%	-$809K	0.09%	125
2024 Q4	$1.12M	Sell	44,135 -2,054	-4%	-$52.4K	0.31%	59
2024 Q3	$1.18M	Sell	46,189 -21,383	-32%	-$546K	0.33%	58
2024 Q2	$1.71M	Sell	67,572 -160,254	-70%	-$4.05M	0.49%	44
2024 Q1	$5.78M	Sell	227,826 -76,737	-25%	-$1.95M	1.52%	27
2023 Q4	$7.77M	Buy	+304,563	New	+$7.64M	2.26%	17

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

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Crumly & Associates's IBMO Position: Q2 2025 in Review

Crumly & Associates sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q2 2025, closing a stake of 12,450 shares — an estimated $318K sold.

Crumly & Associates first reported a position in IBMO in Q4 2023 and held it in 6 quarters. The position peaked at $7.77M in Q4 2023. 173 funds tracked by Wall St. Rank hold IBMO as of Q2 2025.

Crumly & Associates reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
Crumly & Associates sold 12,450 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2025, an estimated $318K.
Crumly & Associates first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2023 and held it in 6 quarters.
Crumly & Associates's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $7.77M in Q4 2023.
173 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2025.

Based on Crumly & Associates's 13F filing for Q2 2025, filed 2 Jul 2025.