Flow Traders U.S.’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Flow Traders U.S.’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	–	Sell	-28,133	Closed	-$721K	–	1187
2026 Q1	$721K	Buy	+28,133	New	+$722K	0.02%	543
2024 Q1	–	Sell	-10,998	Closed	-$281K	–	929
2023 Q4	$281K	Sell	10,998 -44,275	-80%	-$1.11M	0.01%	620
2023 Q3	$1.37M	Buy	55,273 +39,097	+242%	+$980K	0.06%	261
2023 Q2	$407K	Buy	+16,176	New	+$408K	0.02%	558
2023 Q1	–	Sell	-34,423	Closed	-$868K	–	1017
2022 Q4	$868K	Buy	+34,423	New	+$858K	0.04%	329
2022 Q3	–	Sell	-9,498	Closed	-$241K	–	1114
2022 Q2	$241K	Buy	+9,498	New	+$239K	0.01%	661
2020 Q4	–	Sell	-10,910	Closed	-$294K	–	673
2020 Q3	$294K	Buy	+10,910	New	+$294K	0.02%	424
2020 Q1	–	Sell	-19,202	Closed	-$498K	–	401
2019 Q4	$498K	Buy	+19,202	New	+$497K	0.04%	201

Other funds holding IBMO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Flow Traders U.S.'s IBMO Position: Q2 2026 in Review

Flow Traders U.S. sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q2 2026, closing a stake of 28,133 shares — an estimated $721K sold.

Flow Traders U.S. first reported a position in IBMO in Q4 2019 and held it in 8 quarters. The position peaked at $1.37M in Q3 2023. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

Flow Traders U.S. reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
Flow Traders U.S. sold 28,133 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $721K.
Flow Traders U.S. first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2019 and held it in 8 quarters.
Flow Traders U.S.'s iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $1.37M in Q3 2023.
181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Flow Traders U.S.'s 13F filing for Q2 2026, filed 14 Aug 2026.