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Heritage Family Offices’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Heritage Family Offices’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 		$279K Buy
+10,880
New +$279K 0.11% 169

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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

Heritage Family Offices's IBMO Position: Q2 2026 in Review

Heritage Family Offices opened a new position in iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q2 2026: 10,880 shares worth $279K. The stake represents 0.11% of the portfolio and ranks #169 among its holdings.

181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Heritage Family Offices held 10,880 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $279K as of Q2 2026.
  • iShares iBonds Dec 2026 Term Muni Bond ETF was a new Heritage Family Offices position in Q2 2026.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.11% of Heritage Family Offices's portfolio in Q2 2026, its #169 holding.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.