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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
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
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