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 Q2	$82.7K	Hold	3,225	–	–	0.01%	379
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 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

Glen Eagle Advisors's IBMO Position: Q2 2026 in Review

Glen Eagle Advisors held its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) position steady in Q2 2026 at 3,225 shares worth $82.7K. The position accounts for 0.01% of the portfolio, ranked #379.

Glen Eagle Advisors first reported a position in IBMO in Q4 2023 and has held it in 11 quarters since. The position peaked at $82.8K in Q3 2025. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

Glen Eagle Advisors held 3,225 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $82.7K as of Q2 2026.
Glen Eagle Advisors left its iShares iBonds Dec 2026 Term Muni Bond ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.01% of Glen Eagle Advisors's portfolio in Q2 2026, its #379 holding.
Glen Eagle Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
Glen Eagle Advisors's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $82.8K in Q3 2025.
181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Glen Eagle Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.