Financial Engines Advisors
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Financial Engines Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Financial Engines 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
Q2 		$1.39M Sell
54,360
-162
-0.3% -$4.15K ﹤0.01% 279
2026
Q1 		$1.4M Sell
54,522
-4,693
-8% -$120K ﹤0.01% 263
2025
Q4 		$1.52M Buy
59,215
+363
+0.6% +$9.3K ﹤0.01% 267
2025
Q3 		$1.51M Buy
58,852
+14,620
+33% +$375K ﹤0.01% 261
2025
Q2 		$1.13M Buy
44,232
+11,624
+36% +$297K ﹤0.01% 282
2025
Q1 		$833K Sell
32,608
-11,686
-26% -$298K ﹤0.01% 274
2024
Q4 		$1.13M Buy
44,294
+1,912
+5% +$48.8K ﹤0.01% 246
2024
Q3 		$1.09M Buy
42,382
+22,367
+112% +$571K ﹤0.01% 229
2024
Q2 		$507K Buy
20,015
+8,248
+70% +$208K ﹤0.01% 257
2024
Q1 		$298K Buy
11,767
+3,919
+50% +$99.6K ﹤0.01% 291
2023
Q4 		$200K Buy
+7,848
New +$197K ﹤0.01% 309

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 Engines Advisors's IBMO Position: Q2 2026 in Review

Financial Engines Advisors reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 0.3% in Q2 2026, selling an estimated $4.15K and leaving 54,360 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #279.

Financial Engines Advisors first reported a position in IBMO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.52M in Q4 2025. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Financial Engines Advisors held 54,360 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $1.39M as of Q2 2026.
  • Financial Engines Advisors sold 162 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $4.15K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #279 holding.
  • Financial Engines Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Financial Engines Advisors's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $1.52M in Q4 2025.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.