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 Q3	$442K	Buy	+17,250	New	+$442K	0.1%	207
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%	-$9.9K	0.3%	103
2023 Q4	$416K	Buy	+16,316	New	+$409K	0.33%	88

Other funds holding IBMO

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Sonata Capital Group Seattle, Washington $314M AUM 13.54% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return

RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

First Affirmative Financial Network's IBMO Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q3 2026: 17,250 shares worth $442K. The stake represents 0.1% of the portfolio and ranks #207 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in IBMO as recently as Q1 2026.

First Affirmative Financial Network first reported a position in IBMO in Q4 2023 and has held it in 10 quarters since. The position peaked at $508K in Q1 2026. 60 funds tracked by Wall St. Rank hold IBMO as of Q3 2026.

First Affirmative Financial Network held 17,250 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $442K as of Q3 2026.
iShares iBonds Dec 2026 Term Muni Bond ETF was a new First Affirmative Financial Network position in Q3 2026.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.1% of First Affirmative Financial Network's portfolio in Q3 2026, its #207 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 10 quarters since.
First Affirmative Financial Network's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $508K in Q1 2026.
60 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.