Focus Partners Wealth
IBMO icon

Focus Partners Wealth’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Focus Partners Wealth’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 		$1.85M Buy
72,066
+2,414
+3% +$62K ﹤0.01% 1345
2025
Q4 		$1.79M Buy
69,652
+2,926
+4% +$74.9K ﹤0.01% 1376
2025
Q3 		$1.71M Buy
66,726
+1,483
+2% +$38K ﹤0.01% 1078
2025
Q2 		$1.67M Buy
65,243
+5,279
+9% +$135K ﹤0.01% 957
2025
Q1 		$1.53M Sell
59,964
-1,960
-3% -$50K ﹤0.01% 923
2024
Q4 		$1.58M Buy
61,924
+5,253
+9% +$134K ﹤0.01% 906
2024
Q3 		$1.45M Buy
56,671
+3,270
+6% +$83.4K ﹤0.01% 851
2024
Q2 		$1.35M Buy
53,401
+14,036
+36% +$354K ﹤0.01% 728
2024
Q1 		$998K Buy
39,365
+731
+2% +$18.6K 0.01% 597
2023
Q4 		$986K Buy
+38,634
New +$970K 0.01% 453

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