Harbor Investment Advisory’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Harbor Investment Advisory’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 Q3	$93.7K	Hold	3,656	–	–	0.01%	576
2026 Q2	$93.7K	Hold	3,656	–	–	0.01%	578
2026 Q1	$93.7K	Hold	3,656	–	–	0.01%	522
2025 Q4	$93.7K	Hold	3,656	–	–	0.01%	526
2025 Q3	$93.8K	Hold	3,656	–	–	0.01%	511
2025 Q2	$93.7K	Hold	3,656	–	–	0.01%	503
2025 Q1	$93.4K	Buy	3,656 +496	+16%	+$12.7K	0.01%	491
2024 Q4	$80.5K	Hold	3,160	–	–	0.01%	501
2024 Q3	$81.1K	Hold	3,160	–	–	0.01%	501
2024 Q2	$80K	Buy	3,160 +1,104	+54%	+$27.9K	0.01%	489
2024 Q1	$52.1K	Buy	+2,056	New	+$52.3K	0.01%	572

Other funds holding IBMO

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Heffernan Advisory Flagstaff, Arizona $149M AUM 6.92% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return

Harbor Investment Advisory's IBMO Position: Q3 2026 in Review

Harbor Investment Advisory held its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) position steady in Q3 2026 at 3,656 shares worth $93.7K. The position accounts for 0.01% of the portfolio, ranked #576.

Harbor Investment Advisory first reported a position in IBMO in Q1 2024 and has held it in 11 quarters since. The position peaked at $93.8K in Q3 2025. 15 funds tracked by Wall St. Rank hold IBMO as of Q3 2026.

Harbor Investment Advisory held 3,656 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $93.7K as of Q3 2026.
Harbor Investment Advisory left its iShares iBonds Dec 2026 Term Muni Bond ETF share count unchanged in Q3 2026.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #576 holding.
Harbor Investment Advisory first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2024 and has held it in 11 quarters since.
Harbor Investment Advisory's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $93.8K in Q3 2025.
15 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.