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Horan Securities’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Horan Securities’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
2025
Q2 		$217K Hold
8,453
– – 0.08% 140
2025
Q1 		$216K Sell
8,453
-1
-0% -$26 0.08% 122
2024
Q4 		$215K Sell
8,454
-4,233
-33% -$108K 0.08% 124
2024
Q3 		$325K Hold
12,687
– – 0.13% 96
2024
Q2 		$321K Buy
12,687
+3,741
+42% +$94.5K 0.14% 78
2024
Q1 		$227K Buy
8,946
+933
+12% +$23.7K 0.11% 103
2023
Q4 		$204K Buy
+8,013
New +$201K 0.1% 105
2023
Q3 		– Sell
-5,663
Closed -$143K – 346
2023
Q2 		$143K Sell
5,663
-248
-4% -$6.26K 0.06% 146
2023
Q1 		$151K Buy
+5,911
New +$150K 0.08% 125

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
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return