Godshalk Welsh Capital Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Godshalk Welsh Capital Management’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	$1.04M	Buy	40,500 +3,000	+8%	+$76.9K	0.56%	62
2026 Q1	$961K	Buy	37,500 +5,000	+15%	+$128K	0.56%	63
2025 Q4	$833K	Buy	32,500 +4,000	+14%	+$102K	0.48%	67
2025 Q3	$731K	Buy	28,500 +4,500	+19%	+$115K	0.42%	74
2025 Q2	$615K	Buy	+24,000	New	+$612K	0.38%	81

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Godshalk Welsh Capital Management's IBMO Position: Q2 2026 in Review

Godshalk Welsh Capital Management increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 8% in Q2 2026, buying an estimated $76.9K and bringing the position to 40,500 shares worth $1.04M. The position accounts for 0.56% of the portfolio, ranked #62.

Godshalk Welsh Capital Management first reported a position in IBMO in Q2 2025 and has held it in 5 quarters since. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

Godshalk Welsh Capital Management held 40,500 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $1.04M as of Q2 2026.
Godshalk Welsh Capital Management bought 3,000 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $76.9K.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.56% of Godshalk Welsh Capital Management's portfolio in Q2 2026, its #62 holding.
Godshalk Welsh Capital Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.