Goldman Sachs
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Goldman Sachs’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Goldman Sachs’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
Q4 		– Sell
-8,399
Closed -$216K – 6609
2025
Q3 		$216K Sell
8,399
-19,911
-70% -$511K ﹤0.01% 5918
2025
Q2 		$725K Buy
28,310
+17,051
+151% +$435K ﹤0.01% 4924
2025
Q1 		$288K Sell
11,259
-482
-4% -$12.3K ﹤0.01% 5481
2024
Q4 		$299K Buy
11,741
+655
+6% +$16.7K ﹤0.01% 5495
2024
Q3 		$284K Sell
11,086
-4,463
-29% -$114K ﹤0.01% 5323
2024
Q2 		$394K Sell
15,549
-208
-1% -$5.25K ﹤0.01% 4955
2024
Q1 		$399K Sell
15,757
-182,447
-92% -$4.64M ﹤0.01% 4853
2023
Q4 		$5.06M Buy
+198,204
New +$4.97M ﹤0.01% 3151

Other funds holding IBMO

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs's IBMO Position: Q4 2025 in Review

Goldman Sachs sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q4 2025, closing a stake of 8,399 shares — an estimated $216K sold.

Goldman Sachs first reported a position in IBMO in Q4 2023 and held it in 8 quarters. The position peaked at $5.06M in Q4 2023. 181 funds tracked by Wall St. Rank hold IBMO as of Q4 2025.

  • Goldman Sachs reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Goldman Sachs sold 8,399 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q4 2025, an estimated $216K.
  • Goldman Sachs first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2023 and held it in 8 quarters.
  • Goldman Sachs's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $5.06M in Q4 2023.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q4 2025.

Based on Goldman Sachs's 13F filing for Q4 2025, filed 10 Feb 2026.