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
Q2 		$1.27M Sell
49,352
-22,714
-32% -$582K ﹤0.01% 1538
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 $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Lido Advisors
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth's IBMO Position: Q2 2026 in Review

Focus Partners Wealth reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 32% in Q2 2026, selling an estimated $582K and leaving 49,352 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1538.

Focus Partners Wealth first reported a position in IBMO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.85M in Q1 2026. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Focus Partners Wealth held 49,352 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $1.27M as of Q2 2026.
  • Focus Partners Wealth sold 22,714 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $582K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1538 holding.
  • Focus Partners Wealth first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $1.85M in Q1 2026.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.