First Affirmative Financial Network’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

First Affirmative Financial Network’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	$508K	Buy	+19,828	New	+$509K	0.2%	125
2025 Q3	$471K	Buy	18,372 +2	+0%	+$51	0.22%	113
2025 Q2	$471K	Sell	18,370 -1,074	-6%	-$27.4K	0.24%	106
2025 Q1	$497K	Buy	19,444 +788	+4%	+$20.1K	0.3%	94
2024 Q4	$475K	Sell	18,656 -542	-3%	-$13.8K	0.27%	96
2024 Q3	$493K	Buy	19,198 +681	+4%	+$17.4K	0.27%	100
2024 Q2	$469K	Buy	18,517 +2,590	+16%	+$65.4K	0.33%	86
2024 Q1	$404K	Sell	15,927 -389	-2%	-$9.89K	0.3%	103
2023 Q4	$416K	Buy	+16,316	New	+$409K	0.33%	88

Other funds holding IBMO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

RPC

Rossmore Private Capital Glastonbury, Connecticut $1.14B AUM 23.53% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First Affirmative Financial Network's IBMO Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q1 2026: 19,828 shares worth $508K. The stake represents 0.2% of the portfolio and ranks #125 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in IBMO as recently as Q3 2025.

First Affirmative Financial Network first reported a position in IBMO in Q4 2023 and has held it in 9 quarters since. 193 funds tracked by Wall St. Rank hold IBMO as of Q1 2026.

First Affirmative Financial Network held 19,828 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $508K as of Q1 2026.
iShares iBonds Dec 2026 Term Muni Bond ETF was a new First Affirmative Financial Network position in Q1 2026.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.2% of First Affirmative Financial Network's portfolio in Q1 2026, its #125 holding.
First Affirmative Financial Network first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2023 and has held it in 9 quarters since.
193 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.