Diversify Advisory Services’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Diversify Advisory Services’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	$213K	Buy	+8,322	New	+$213K	﹤0.01%	1177
2026 Q1	–	Sell	-8,222	Closed	-$211K	–	507
2025 Q4	$211K	Buy	8,222 +49	+0.6%	+$1.25K	0.01%	867
2025 Q3	$209K	Buy	8,173 +33	+0.4%	+$846	0.01%	833
2025 Q2	$209K	Buy	8,140 +63	+0.8%	+$1.61K	0.01%	786
2025 Q1	$206K	Buy	8,077 +47	+0.6%	+$1.2K	0.01%	607
2024 Q4	$205K	Buy	+8,030	New	+$205K	0.01%	587

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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

Diversify Advisory Services's IBMO Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q2 2026: 8,322 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #1177 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in IBMO as recently as Q4 2025.

Diversify Advisory Services first reported a position in IBMO in Q4 2024 and has held it in 6 quarters since. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

Diversify Advisory Services held 8,322 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $213K as of Q2 2026.
iShares iBonds Dec 2026 Term Muni Bond ETF was a new Diversify Advisory Services position in Q2 2026.
iShares iBonds Dec 2026 Term Muni Bond ETF made up ﹤0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1177 holding.
Diversify Advisory Services first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.