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HB Wealth Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

HB Wealth 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
2025
Q1 		– Sell
-10,131
Closed -$258K – 1245
2024
Q4 		$258K Hold
10,131
– – ﹤0.01% 871
2024
Q3 		$260K Hold
10,131
– – ﹤0.01% 807
2024
Q2 		$257K Hold
10,131
– – ﹤0.01% 768
2024
Q1 		$257K Hold
10,131
– – ﹤0.01% 714
2023
Q4 		$258K Hold
10,131
– – ﹤0.01% 663
2023
Q3 		$251K Hold
10,131
– – ﹤0.01% 622
2023
Q2 		$255K Hold
10,131
– – ﹤0.01% 596
2023
Q1 		$259K Hold
10,131
– – ﹤0.01% 579
2022
Q4 		$255K Hold
10,131
– – ﹤0.01% 564
2022
Q3 		$250K Hold
10,131
– – 0.01% 480
2022
Q2 		$257K Hold
10,131
– – 0.01% 478
2022
Q1 		$258K Hold
10,131
– – ﹤0.01% 492
2021
Q4 		$272K Buy
+10,131
New +$272K 0.01% 407

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HB Wealth Management's IBMO Position: Q1 2025 in Review

HB Wealth Management sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q1 2025, closing a stake of 10,131 shares — an estimated $258K sold.

HB Wealth Management first reported a position in IBMO in Q4 2021 and held it in 13 quarters. The position peaked at $272K in Q4 2021. 178 funds tracked by Wall St. Rank hold IBMO as of Q1 2025.

  • HB Wealth Management reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
  • HB Wealth Management sold 10,131 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q1 2025, an estimated $258K.
  • HB Wealth Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2021 and held it in 13 quarters.
  • HB Wealth Management's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $272K in Q4 2021.
  • 178 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q1 2025.

Based on HB Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.