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

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return

Kastel Capital Advisors Wellesley, Massachusetts $158M AUM

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return