Diversify Wealth Management
IBMO icon

Diversify Wealth Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Diversify Wealth Management’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
Q3 		$215K Buy
8,374
+52
+0.6% +$1.33K ﹤0.01% 1200
2026
Q2 		$213K Buy
8,322
+50
+0.6% +$1.28K ﹤0.01% 1177
2026
Q1 		$212K Buy
+8,272
New +$212K ﹤0.01% 1078

Other funds holding IBMO

Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Sonata Capital Group
Sonata Capital Group Seattle, Washington $314M AUM 13.54% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
Atwater Malick
Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return
RIA Advisory Group
RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
Helen Stephens Group
Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

Diversify Wealth Management's IBMO Position: Q3 2026 in Review

Diversify Wealth Management increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 0.62% in Q3 2026, buying an estimated $1.33K and bringing the position to 8,374 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #1200.

Diversify Wealth Management first reported a position in IBMO in Q1 2026 and has held it in 3 quarters since. 60 funds tracked by Wall St. Rank hold IBMO as of Q3 2026.

  • Diversify Wealth Management held 8,374 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $215K as of Q3 2026.
  • Diversify Wealth Management bought 52 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q3 2026, an estimated $1.33K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up ﹤0.01% of Diversify Wealth Management's portfolio in Q3 2026, its #1200 holding.
  • Diversify Wealth Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 60 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.