Eldridge Investment Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Eldridge Investment 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
2026 Q2	$591K	Sell	23,035 -15	-0.1%	-$384	0.12%	102
2026 Q1	$591K	Buy	23,050 +400	+2%	+$10.3K	0.13%	96
2025 Q4	$581K	Buy	22,650 +13,250	+141%	+$339K	0.13%	100
2025 Q3	$241K	Buy	9,400 +1,400	+18%	+$35.9K	0.05%	146
2025 Q2	$205K	Hold	8,000	–	–	0.04%	151
2025 Q1	$204K	Hold	8,000	–	–	0.05%	153
2024 Q4	$204K	Buy	+8,000	New	+$204K	0.05%	149

Other funds holding IBMO

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

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Eldridge Investment Advisors's IBMO Position: Q2 2026 in Review

Eldridge Investment Advisors reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 0.07% in Q2 2026, selling an estimated $384 and leaving 23,035 shares worth $591K. The position accounts for 0.12% of the portfolio, ranked #102.

Eldridge Investment Advisors first reported a position in IBMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $591K in Q1 2026. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

Eldridge Investment Advisors held 23,035 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $591K as of Q2 2026.
Eldridge Investment Advisors sold 15 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $384.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.12% of Eldridge Investment Advisors's portfolio in Q2 2026, its #102 holding.
Eldridge Investment Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Eldridge Investment Advisors's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $591K 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 Eldridge Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.