DF
IBMO icon

Downshift Financial’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Downshift Financial’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 		– Sell
-11,032
Closed -$283K – 669
2026
Q1 		$283K Buy
+11,032
New +$283K 0.15% 70

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

Downshift Financial's IBMO Position: Q2 2026 in Review

Downshift Financial sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q2 2026, closing a stake of 11,032 shares — an estimated $283K sold.

Downshift Financial first reported a position in IBMO in Q1 2026 and held it in 1 quarter. The position peaked at $283K in Q1 2026. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Downshift Financial reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Downshift Financial sold 11,032 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $283K.
  • Downshift Financial first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2026 and held it in 1 quarter.
  • Downshift Financial's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $283K in Q1 2026.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Downshift Financial's 13F filing for Q2 2026, filed 13 Aug 2026.