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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Rossmore Private Capital Glastonbury, Connecticut $1.13B AUM 23.53% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return