Heffernan Advisory
IBMO icon

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

Heffernan 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 		$838K Hold
32,664
– – 0.56% 16
2026
Q2 		$838K Hold
32,664
– – 0.7% 16
2026
Q1 		$837K Hold
32,664
– – 0.78% 15
2025
Q4 		$837K Buy
+32,664
New +$837K 0.8% 15

Other funds holding IBMO

Rossmore Private Capital
Rossmore Private Capital Glastonbury, Connecticut $1.31B AUM 25.17% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Sonata Capital Group
Sonata Capital Group Seattle, Washington $314M AUM 13.54% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
Atwater Malick
Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return
RIA Advisory Group
RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Heffernan Advisory's IBMO Position: Q3 2026 in Review

Heffernan Advisory held its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) position steady in Q3 2026 at 32,664 shares worth $838K. The position accounts for 0.56% of the portfolio, ranked #16.

Heffernan Advisory first reported a position in IBMO in Q4 2025 and has held it in 4 quarters since. The position peaked at $838K in Q2 2026. 71 funds tracked by Wall St. Rank hold IBMO as of Q3 2026.

  • Heffernan Advisory held 32,664 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $838K as of Q3 2026.
  • Heffernan 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 0.56% of Heffernan Advisory's portfolio in Q3 2026, its #16 holding.
  • Heffernan Advisory first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Heffernan Advisory's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $838K in Q2 2026.
  • 71 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q3 2026.

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