Fidelity Investments’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Fidelity Investments’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	$134K	Buy	5,214 +4,773	+1,082%	+$122K	﹤0.01%	3848
2026 Q1	$11.3K	Sell	441 -237	-35%	-$6.08K	﹤0.01%	4725
2025 Q4	$17.4K	Hold	678	–	–	﹤0.01%	4522
2025 Q3	$17.4K	Buy	678 +378	+126%	+$9.7K	﹤0.01%	4404
2025 Q2	$7.68K	Sell	300 -7,379	-96%	-$188K	﹤0.01%	4604
2025 Q1	$196K	Buy	7,679 +7,656	+33,287%	+$195K	﹤0.01%	3251
2024 Q4	$583	Hold	23	–	–	﹤0.01%	4973
2024 Q3	$587	Sell	23 -12	-34%	-$306	﹤0.01%	4953
2024 Q2	$886	Sell	35 -4,113	-99%	-$104K	﹤0.01%	4811
2024 Q1	$105K	Buy	+4,148	New	+$105K	﹤0.01%	3264

Other funds holding IBMO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments's IBMO Position: Q2 2026 in Review

Fidelity Investments increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 1,082% in Q2 2026, buying an estimated $122K and bringing the position to 5,214 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #3848.

Fidelity Investments first reported a position in IBMO in Q1 2024 and has held it in 10 quarters since. The position peaked at $196K in Q1 2025. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

Fidelity Investments held 5,214 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $134K as of Q2 2026.
Fidelity Investments bought 4,773 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $122K.
iShares iBonds Dec 2026 Term Muni Bond ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #3848 holding.
Fidelity Investments first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
Fidelity Investments's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $196K in Q1 2025.
181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.