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	–	344
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 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

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Horan Securities's IBMO Position: Q2 2025 in Review

Horan Securities held its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) position steady in Q2 2025 at 8,453 shares worth $217K. The position accounts for 0.08% of the portfolio, ranked #140.

Horan Securities first reported a position in IBMO in Q1 2023 and has held it in 9 quarters since. The position peaked at $325K in Q3 2024. 173 funds tracked by Wall St. Rank hold IBMO as of Q2 2025.

Horan Securities held 8,453 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $217K as of Q2 2025.
Horan Securities left its iShares iBonds Dec 2026 Term Muni Bond ETF share count unchanged in Q2 2025.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.08% of Horan Securities's portfolio in Q2 2025, its #140 holding.
Horan Securities first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2023 and has held it in 9 quarters since.
Horan Securities's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $325K in Q3 2024.
173 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2025.

Based on Horan Securities's 13F filing for Q2 2025, filed 6 Aug 2025.