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
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 $1.37T 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