Global Financial Private Client’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Global Financial Private Client’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
2025 Q2	–	Sell	-5,801	Closed	-$148K	–	846
2025 Q1	$148K	Sell	5,801 -641	-10%	-$16.4K	0.06%	226
2024 Q4	$164K	Sell	6,442 -3,098	-32%	-$79.1K	0.06%	214
2024 Q3	$245K	Buy	9,540 +181	+2%	+$4.62K	0.1%	185
2024 Q2	$237K	Buy	9,359 +220	+2%	+$5.55K	0.1%	175
2024 Q1	$231K	Buy	9,139 +32	+0.4%	+$814	0.1%	171
2023 Q4	$232K	Sell	9,107 -2,426	-21%	-$60.9K	0.11%	165
2023 Q3	$285K	Sell	11,533 -1,830	-14%	-$45.9K	0.15%	140
2023 Q2	$336K	Sell	13,363 -604	-4%	-$15.3K	0.17%	134
2023 Q1	$356K	Buy	+13,967	New	+$354K	0.18%	120

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

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Global Financial Private Client's IBMO Position: Q2 2025 in Review

Global Financial Private Client sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q2 2025, closing a stake of 5,801 shares — an estimated $148K sold.

Global Financial Private Client first reported a position in IBMO in Q1 2023 and held it in 9 quarters. The position peaked at $356K in Q1 2023. 173 funds tracked by Wall St. Rank hold IBMO as of Q2 2025.

Global Financial Private Client reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 5,801 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2025, an estimated $148K.
Global Financial Private Client first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2023 and held it in 9 quarters.
Global Financial Private Client's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $356K in Q1 2023.
173 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.