Glenview Trust’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Glenview Trust’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	$1.4M	Sell	54,497 -998	-2%	-$25.6K	0.02%	253
2025 Q4	$1.42M	Sell	55,495 -2,359	-4%	-$60.4K	0.02%	252
2025 Q3	$1.48M	Sell	57,854 -984	-2%	-$25.2K	0.02%	247
2025 Q2	$1.51M	Hold	58,838	–	–	0.03%	236
2025 Q1	$1.5M	Hold	58,838	–	–	0.03%	232
2024 Q4	$1.5M	Hold	58,838	–	–	0.03%	233
2024 Q3	$1.51M	Hold	58,838	–	–	0.03%	235
2024 Q2	$1.49M	Buy	58,838 +9,014	+18%	+$228K	0.03%	223
2024 Q1	$1.26M	Buy	49,824 +15,016	+43%	+$382K	0.03%	238
2023 Q4	$888K	Buy	+34,808	New	+$874K	0.02%	260

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