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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
Q3 		$238K Sell
9,268
-447
-5% -$11.5K 0.09% 109
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

Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return
Sonata Capital Group
Sonata Capital Group Seattle, Washington $314M AUM 13.54% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
Atwater Malick
Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return
RIA Advisory Group
RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
Helen Stephens Group
Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return
Lantz Financial
Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return

FF Advisors's IBMO Position: Q3 2026 in Review

FF Advisors reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 4.6% in Q3 2026, selling an estimated $11.5K and leaving 9,268 shares worth $238K. The position accounts for 0.09% of the portfolio, ranked #109.

FF Advisors first reported a position in IBMO in Q4 2025 and has held it in 4 quarters since. The position peaked at $380K in Q4 2025. 52 funds tracked by Wall St. Rank hold IBMO as of Q3 2026.

  • FF Advisors held 9,268 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $238K as of Q3 2026.
  • FF Advisors sold 447 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q3 2026, an estimated $11.5K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.09% of FF Advisors's portfolio in Q3 2026, its #109 holding.
  • FF Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • FF Advisors's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $380K in Q4 2025.
  • 52 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q3 2026.

Based on FF Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.