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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
US Bancorp
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Diversify Wealth Management's IBMO Position: Q2 2026 in Review

Diversify Wealth Management increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 0.6% in Q2 2026, buying an estimated $1.28K and bringing the position to 8,322 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #1177.

Diversify Wealth Management first reported a position in IBMO in Q1 2026 and has held it in 2 quarters since. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Diversify Wealth Management held 8,322 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $213K as of Q2 2026.
  • Diversify Wealth Management bought 50 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $1.28K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1177 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 2 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 Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.