DSA
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Droms Strauss Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Droms Strauss Advisors’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
Q4 		– Sell
-10,435
Closed -$268K – 79
2025
Q3 		$268K Sell
10,435
-1,279
-11% -$32.8K 0.08% 62
2025
Q2 		$300K Buy
11,714
+398
+4% +$10.2K 0.09% 60
2025
Q1 		$289K Buy
11,316
+1,313
+13% +$33.5K 0.1% 55
2024
Q4 		$255K Buy
+10,003
New +$255K 0.08% 60
2024
Q1 		– Sell
-40,641
Closed -$1.04M – 65
2023
Q4 		$1.04M Sell
40,641
-2,569
-6% -$64.5K 0.4% 38
2023
Q3 		$1.07M Buy
43,210
+919
+2% +$23K 0.46% 32
2023
Q2 		$1.06M Buy
42,291
+5,526
+15% +$140K 0.44% 33
2023
Q1 		$939K Buy
36,765
+4,149
+13% +$105K 0.42% 34
2022
Q4 		$823K Buy
32,616
+271
+0.8% +$6.76K 0.38% 38
2022
Q3 		$793K Buy
32,345
+15,386
+91% +$390K 0.39% 31
2022
Q2 		$432K Buy
+16,959
New +$427K 0.22% 44

Other funds holding IBMO

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.13B AUM 23.53% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return