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 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

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return

Kastel Capital Advisors Wellesley, Massachusetts $158M AUM

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return