Envestnet Asset Management
IBMO icon

Envestnet Asset Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Envestnet Asset 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 		$4.94M Buy
192,529
+10,356
+6% +$265K ﹤0.01% 2473
2026
Q1 		$4.67M Buy
+182,173
New +$4.68M ﹤0.01% 2358
2025
Q4 		– Sell
-133,577
Closed -$3.43M – 4556
2025
Q3 		$3.43M Sell
133,577
-744,431
-85% -$19.1M ﹤0.01% 2519
2025
Q2 		$22.5M Buy
878,008
+4,507
+0.5% +$115K 0.01% 1181
2025
Q1 		$22.3M Sell
873,501
-75,521
-8% -$1.93M 0.01% 1125
2024
Q4 		$24.2M Buy
949,022
+23,950
+3% +$611K 0.01% 1084
2024
Q3 		$23.7M Buy
925,072
+40,778
+5% +$1.04M 0.01% 1075
2024
Q2 		$22.4M Buy
884,294
+28,801
+3% +$727K 0.01% 1063
2024
Q1 		$21.7M Buy
855,493
+39,686
+5% +$1.01M 0.01% 1056
2023
Q4 		$20.8M Buy
815,807
+19,476
+2% +$489K 0.01% 1018
2023
Q3 		$19.8M Sell
796,331
-14,633
-2% -$367K 0.01% 984
2023
Q2 		$20.4M Sell
810,964
-3,855
-0.5% -$97.3K 0.01% 919
2023
Q1 		$20.8M Buy
814,819
+33,132
+4% +$840K 0.01% 864
2022
Q4 		$19.7M Buy
781,687
+103,612
+15% +$2.58M 0.01% 864
2022
Q3 		$16.7M Buy
678,075
+104,117
+18% +$2.64M 0.01% 872
2022
Q2 		$14.5M Buy
573,958
+272,787
+91% +$6.87M 0.01% 959
2022
Q1 		$7.68M Buy
301,171
+27,145
+10% +$709K ﹤0.01% 1368
2021
Q4 		$7.36M Buy
274,026
+158,528
+137% +$4.26M ﹤0.01% 1373
2021
Q3 		$3.1M Buy
115,498
+19,533
+20% +$528K ﹤0.01% 1813
2021
Q2 		$2.59M Buy
95,965
+25,592
+36% +$690K ﹤0.01% 1896
2021
Q1 		$1.89M Buy
+70,373
New +$1.9M ﹤0.01% 1973

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

Envestnet Asset Management's IBMO Position: Q2 2026 in Review

Envestnet Asset Management increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 5.7% in Q2 2026, buying an estimated $265K and bringing the position to 192,529 shares worth $4.94M. The position accounts for ﹤0.01% of the portfolio, ranked #2473.

Envestnet Asset Management first reported a position in IBMO in Q1 2021 and has held it in 21 quarters since. The position peaked at $24.2M in Q4 2024. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Envestnet Asset Management held 192,529 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $4.94M as of Q2 2026.
  • Envestnet Asset Management bought 10,356 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $265K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2473 holding.
  • Envestnet Asset Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Envestnet Asset Management's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $24.2M in Q4 2024.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.