Glen Eagle Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Glen Eagle Advisors’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	$82.7K	Hold	3,225	–	–	0.01%	361
2025 Q4	$82.7K	Hold	3,225	–	–	0.01%	358
2025 Q3	$82.8K	Hold	3,225	–	–	0.01%	359
2025 Q2	$82.6K	Hold	3,225	–	–	0.01%	339
2025 Q1	$82.4K	Hold	3,225	–	–	0.01%	336
2024 Q4	$82.1K	Hold	3,225	–	–	0.01%	335
2024 Q3	$82.7K	Hold	3,225	–	–	0.01%	341
2024 Q2	$81.7K	Hold	3,225	–	–	0.01%	334
2024 Q1	$81.8K	Buy	3,225 +1,750	+119%	+$44.5K	0.02%	331
2023 Q4	$37.6K	Buy	+1,475	New	+$37K	0.01%	433

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

Rossmore Private Capital Glastonbury, Connecticut $1.13B AUM 23.53% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return