ECM
IBMO icon

Exchange Capital Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Exchange Capital 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
2025
Q2 		$382K Sell
14,899
-500
-3% -$12.8K 0.06% 176
2025
Q1 		$394K Sell
15,399
-1,060
-6% -$27.1K 0.06% 169
2024
Q4 		$419K Sell
16,459
-155
-0.9% -$3.96K 0.07% 167
2024
Q3 		$426K Buy
16,614
+3,860
+30% +$98.5K 0.07% 159
2024
Q2 		$323K Buy
+12,754
New +$322K 0.05% 173

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
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Exchange Capital Management's IBMO Position: Q2 2025 in Review

Exchange Capital Management reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 3.2% in Q2 2025, selling an estimated $12.8K and leaving 14,899 shares worth $382K. The position accounts for 0.06% of the portfolio, ranked #176.

Exchange Capital Management first reported a position in IBMO in Q2 2024 and has held it in 5 quarters since. The position peaked at $426K in Q3 2024. 173 funds tracked by Wall St. Rank hold IBMO as of Q2 2025.

  • Exchange Capital Management held 14,899 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $382K as of Q2 2025.
  • Exchange Capital Management sold 500 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2025, an estimated $12.8K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.06% of Exchange Capital Management's portfolio in Q2 2025, its #176 holding.
  • Exchange Capital Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2024 and has held it in 5 quarters since.
  • Exchange Capital Management's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $426K in Q3 2024.
  • 173 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.