Fidelity Investments
IBMO icon

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
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
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