HighTower Advisors
IBMO icon

HighTower Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

HighTower Advisors’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 		$6.32M Sell
246,532
-21,617
-8% -$554K 0.01% 1124
2026
Q1 		$6.87M Buy
268,149
+3,059
+1% +$78.5K 0.01% 1044
2025
Q4 		$6.8M Sell
265,090
-45,214
-15% -$1.16M 0.01% 1032
2025
Q3 		$7.96M Sell
310,304
-19,675
-6% -$505K 0.01% 944
2025
Q2 		$8.46M Sell
329,979
-14,649
-4% -$374K 0.01% 869
2025
Q1 		$8.81M Sell
344,628
-6,470
-2% -$165K 0.01% 817
2024
Q4 		$8.94M Buy
351,098
+56,367
+19% +$1.44M 0.01% 797
2024
Q3 		$7.56M Buy
294,731
+33,366
+13% +$851K 0.01% 862
2024
Q2 		$6.61M Buy
261,365
+21,454
+9% +$542K 0.01% 887
2024
Q1 		$6.08M Sell
239,911
-21,730
-8% -$553K 0.01% 887
2023
Q4 		$6.68M Buy
261,641
+224,189
+599% +$5.63M 0.01% 847
2023
Q3 		$927K Sell
37,452
-237,776
-86% -$5.96M ﹤0.01% 1826
2023
Q2 		$6.93M Buy
275,228
+21,362
+8% +$539K 0.01% 771
2023
Q1 		$6.48M Buy
253,866
+23,703
+10% +$601K 0.01% 753
2022
Q4 		$5.8M Buy
230,163
+5,843
+3% +$146K 0.01% 793
2022
Q3 		$5.53M Buy
224,320
+200,643
+847% +$5.09M 0.01% 762
2022
Q2 		$599K Sell
23,677
-186,216
-89% -$4.69M ﹤0.01% 1933
2022
Q1 		$5.35M Sell
209,893
-49
-0% -$1.28K 0.01% 854
2021
Q4 		$5.64M Buy
209,942
+3,282
+2% +$88.1K 0.01% 845
2021
Q3 		$5.56M Sell
206,660
-1,720
-0.8% -$46.5K 0.01% 774
2021
Q2 		$5.62M Buy
208,380
+68,334
+49% +$1.84M 0.02% 750
2021
Q1 		$3.76M Buy
+140,046
New +$3.78M 0.01% 846

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

HighTower Advisors's IBMO Position: Q2 2026 in Review

HighTower Advisors reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 8.1% in Q2 2026, selling an estimated $554K and leaving 246,532 shares worth $6.32M. The position accounts for 0.01% of the portfolio, ranked #1124.

HighTower Advisors first reported a position in IBMO in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.94M in Q4 2024. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • HighTower Advisors held 246,532 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $6.32M as of Q2 2026.
  • HighTower Advisors sold 21,617 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $554K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.01% of HighTower Advisors's portfolio in Q2 2026, its #1124 holding.
  • HighTower Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • HighTower Advisors's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $8.94M in Q4 2024.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.