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

FF 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 		$249K Sell
9,715
-1,016
-9% -$26K 0.09% 105
2026
Q1 		$275K Sell
10,731
-4,091
-28% -$105K 0.11% 103
2025
Q4 		$380K Buy
+14,822
New +$380K 0.17% 80

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

FF Advisors's IBMO Position: Q2 2026 in Review

FF Advisors reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 9.5% in Q2 2026, selling an estimated $26K and leaving 9,715 shares worth $249K. The position accounts for 0.09% of the portfolio, ranked #105.

FF Advisors first reported a position in IBMO in Q4 2025 and has held it in 3 quarters since. The position peaked at $380K in Q4 2025. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • FF Advisors held 9,715 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $249K as of Q2 2026.
  • FF Advisors sold 1,016 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $26K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.09% of FF Advisors's portfolio in Q2 2026, its #105 holding.
  • FF Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • FF Advisors's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $380K in Q4 2025.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on FF Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.