Hills Bank & Trust’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Hills Bank & Trust’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	$9.7M	Sell	378,134 -12,049	-3%	-$309K	0.41%	42
2026 Q1	$10M	Sell	390,183 -561	-0.1%	-$14.4K	0.48%	35
2025 Q4	$10M	Buy	390,744 +8,679	+2%	+$222K	0.58%	32
2025 Q3	$9.8M	Sell	382,065 -1,147	-0.3%	-$29.4K	0.58%	36
2025 Q2	$9.82M	Buy	383,212 +57,767	+18%	+$1.47M	0.62%	35
2025 Q1	$8.32M	Buy	325,445 +1,413	+0.4%	+$36.1K	0.59%	37
2024 Q4	$8.25M	Buy	324,032 +12,548	+4%	+$320K	0.62%	34
2024 Q3	$7.99M	Buy	311,484 +35,626	+13%	+$909K	0.6%	35
2024 Q2	$6.98M	Buy	275,858 +30,418	+12%	+$768K	0.57%	37
2024 Q1	$6.22M	Buy	245,440 +482	+0.2%	+$12.3K	0.53%	44
2023 Q4	$6.25M	Buy	244,958 +145,281	+146%	+$3.65M	0.61%	40
2023 Q3	$2.47M	Buy	+99,677	New	+$2.5M	0.29%	63

Other funds holding IBMO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Hills Bank & Trust's IBMO Position: Q2 2026 in Review

Hills Bank & Trust reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 3.1% in Q2 2026, selling an estimated $309K and leaving 378,134 shares worth $9.7M. The position accounts for 0.41% of the portfolio, ranked #42.

Hills Bank & Trust first reported a position in IBMO in Q3 2023 and has held it in 12 quarters since. The position peaked at $10M in Q4 2025. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

Hills Bank & Trust held 378,134 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $9.7M as of Q2 2026.
Hills Bank & Trust sold 12,049 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $309K.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.41% of Hills Bank & Trust's portfolio in Q2 2026, its #42 holding.
Hills Bank & Trust first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q3 2023 and has held it in 12 quarters since.
Hills Bank & Trust's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $10M in Q4 2025.
181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Hills Bank & Trust's 13F filing for Q2 2026, filed 10 Aug 2026.