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Financial Advisory Corporation’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Financial Advisory Corporation’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 		$715K Buy
27,877
+2,793
+11% +$71.6K 0.09% 29
2026
Q1 		$643K Hold
25,084
– – 0.09% 28
2025
Q4 		$643K Sell
25,084
-3,204
-11% -$82.1K 0.09% 28
2025
Q3 		$726K Buy
28,288
+1,378
+5% +$35.3K 0.11% 27
2025
Q2 		$690K Buy
+26,910
New +$687K 0.11% 29

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

Financial Advisory Corporation's IBMO Position: Q2 2026 in Review

Financial Advisory Corporation increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 11% in Q2 2026, buying an estimated $71.6K and bringing the position to 27,877 shares worth $715K. The position accounts for 0.09% of the portfolio, ranked #29.

Financial Advisory Corporation first reported a position in IBMO in Q2 2025 and has held it in 5 quarters since. The position peaked at $726K in Q3 2025. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Financial Advisory Corporation held 27,877 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $715K as of Q2 2026.
  • Financial Advisory Corporation bought 2,793 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $71.6K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.09% of Financial Advisory Corporation's portfolio in Q2 2026, its #29 holding.
  • Financial Advisory Corporation first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Financial Advisory Corporation's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $726K in Q3 2025.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Financial Advisory Corporation's 13F filing for Q2 2026, filed 9 Jul 2026.