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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RPC

Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 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

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Droms Strauss Advisors's IBMO Position: Q4 2025 in Review

Droms Strauss Advisors sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q4 2025, closing a stake of 10,435 shares — an estimated $268K sold.

Droms Strauss Advisors first reported a position in IBMO in Q2 2022 and held it in 11 quarters. The position peaked at $1.07M in Q3 2023. 181 funds tracked by Wall St. Rank hold IBMO as of Q4 2025.

Droms Strauss Advisors reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
Droms Strauss Advisors sold 10,435 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q4 2025, an estimated $268K.
Droms Strauss Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2022 and held it in 11 quarters.
Droms Strauss Advisors's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $1.07M in Q3 2023.
181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q4 2025.

Based on Droms Strauss Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.