HI
IBMO icon

Harbour Investments’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Harbour Investments’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 		$50.8K Buy
1,983
+12
+0.6% +$308 ﹤0.01% 2387
2026
Q1 		$50.5K Buy
1,971
+8
+0.4% +$205 ﹤0.01% 2333
2025
Q4 		$50.3K Buy
1,963
+15
+0.8% +$384 ﹤0.01% 1964
2025
Q3 		$50K Buy
1,948
+12
+0.6% +$308 ﹤0.01% 1908
2025
Q2 		$49.6K Buy
1,936
+1,568
+426% +$40K ﹤0.01% 1834
2025
Q1 		$9.4K Buy
368
+1
+0.3% +$26 ﹤0.01% 2554
2024
Q4 		$9.33K Buy
367
+3
+0.8% +$77 ﹤0.01% 2480
2024
Q3 		$9.33K Buy
364
+2
+0.6% +$51 ﹤0.01% 2384
2024
Q2 		$9.16K Buy
362
+2
+0.6% +$50 ﹤0.01% 2298
2024
Q1 		$9.12K Buy
360
+1
+0.3% +$25 ﹤0.01% 2260
2023
Q4 		$9.15K Buy
359
+2
+0.6% +$50 ﹤0.01% 2175
2023
Q3 		$8.85K Buy
357
+2
+0.6% +$50 ﹤0.01% 2076
2023
Q2 		$8.94K Buy
355
+1
+0.3% +$25 ﹤0.01% 2084
2023
Q1 		$9.03K Buy
354
+1
+0.3% +$25 ﹤0.01% 2049
2022
Q4 		$8.89K Buy
353
+2
+0.6% +$50 ﹤0.01% 2000
2022
Q3 		$9K Hold
351
– – ﹤0.01% 1967
2022
Q2 		$9K Buy
+351
New +$8.84K ﹤0.01% 1967
2021
Q4 		– Sell
-27
Closed -$1K – 3121
2021
Q3 		$1K Hold
27
– – ﹤0.01% 3524
2021
Q2 		$1K Sell
27
-1
-4% -$27 ﹤0.01% 3573
2021
Q1 		$1K Buy
+28
New +$756 ﹤0.01% 3404

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

Harbour Investments's IBMO Position: Q2 2026 in Review

Harbour Investments increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 0.61% in Q2 2026, buying an estimated $308 and bringing the position to 1,983 shares worth $50.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2387.

Harbour Investments first reported a position in IBMO in Q1 2021 and has held it in 20 quarters since. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Harbour Investments held 1,983 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $50.8K as of Q2 2026.
  • Harbour Investments bought 12 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $308.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2387 holding.
  • Harbour Investments first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2021 and has held it in 20 quarters since.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.