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Gould Asset Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Gould Asset 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 		$581K Buy
22,655
+840
+4% +$21.5K 0.09% 103
2026
Q1 		$559K Buy
21,815
+35
+0.2% +$898 0.1% 104
2025
Q4 		$558K Buy
21,780
+240
+1% +$6.15K 0.1% 98
2025
Q3 		$553K Buy
21,540
+1,165
+6% +$29.9K 0.1% 101
2025
Q2 		$522K Buy
20,375
+2,995
+17% +$76.4K 0.1% 101
2025
Q1 		$444K Buy
17,380
+230
+1% +$5.87K 0.09% 106
2024
Q4 		$437K Buy
17,150
+20
+0.1% +$511 0.09% 105
2024
Q3 		$439K Hold
17,130
– – 0.09% 102
2024
Q2 		$434K Hold
17,130
– – 0.1% 102
2024
Q1 		$434K Hold
17,130
– – 0.11% 102
2023
Q4 		$437K Buy
+17,130
New +$430K 0.11% 94

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
US Bancorp
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gould Asset Management's IBMO Position: Q2 2026 in Review

Gould Asset Management increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 3.9% in Q2 2026, buying an estimated $21.5K and bringing the position to 22,655 shares worth $581K. The position accounts for 0.09% of the portfolio, ranked #103.

Gould Asset Management first reported a position in IBMO in Q4 2023 and has held it in 11 quarters since. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Gould Asset Management held 22,655 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $581K as of Q2 2026.
  • Gould Asset Management bought 840 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $21.5K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.09% of Gould Asset Management's portfolio in Q2 2026, its #103 holding.
  • Gould Asset Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Gould Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.