FFA
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Farther Finance Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Farther Finance 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
Q1 		$4.61K Hold
180
– – ﹤0.01% 4541
2025
Q4 		$4.62K Hold
180
– – ﹤0.01% 4354
2025
Q3 		$4.62K Hold
180
– – ﹤0.01% 3809
2025
Q2 		$4.61K Hold
180
– – ﹤0.01% 3391
2025
Q1 		$4.6K Hold
180
– – ﹤0.01% 3096
2024
Q4 		$4.58K Hold
180
– – ﹤0.01% 2712
2024
Q3 		$4.62K Sell
180
-1,989
-92% -$50.7K ﹤0.01% 2683
2024
Q2 		$54.8K Sell
2,169
-20,021
-90% -$505K ﹤0.01% 1382
2024
Q1 		$561K Buy
+22,190
New +$564K 0.03% 369
2023
Q4 		– Sell
-837
Closed -$20.8K – 3578
2023
Q3 		$20.8K Hold
837
– – ﹤0.01% 1074
2023
Q2 		$21.1K Hold
837
– – ﹤0.01% 985
2023
Q1 		$21.4K Hold
837
– – 0.01% 879
2022
Q4 		$21.1K Buy
+837
New +$20.9K 0.01% 717

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.13B AUM 23.53% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return