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 Q2	$1.4M	Hold	54,497	–	–	0.02%	262
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 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

Glenview Trust's IBMO Position: Q2 2026 in Review

Glenview Trust held its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) position steady in Q2 2026 at 54,497 shares worth $1.4M. The position accounts for 0.02% of the portfolio, ranked #262.

Glenview Trust first reported a position in IBMO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.51M in Q3 2024. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

Glenview Trust held 54,497 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $1.4M as of Q2 2026.
Glenview Trust 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 0.02% of Glenview Trust's portfolio in Q2 2026, its #262 holding.
Glenview Trust first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
Glenview Trust's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $1.51M in Q3 2024.
181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Glenview Trust's 13F filing for Q2 2026, filed 11 Aug 2026.