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HORAN Wealth’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

HORAN Wealth’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 		$217K Hold
8,453
– – 0.02% 189
2025
Q4 		$217K Hold
8,453
– – 0.03% 168
2025
Q3 		$217K Buy
+8,453
New +$217K 0.03% 184

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
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HORAN Wealth's IBMO Position: Q1 2026 in Review

HORAN Wealth held its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) position steady in Q1 2026 at 8,453 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #189.

HORAN Wealth first reported a position in IBMO in Q3 2025 and has held it in 3 quarters since. The position peaked at $217K in Q3 2025. 193 funds tracked by Wall St. Rank hold IBMO as of Q1 2026.

  • HORAN Wealth held 8,453 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $217K as of Q1 2026.
  • HORAN Wealth left its iShares iBonds Dec 2026 Term Muni Bond ETF share count unchanged in Q1 2026.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.02% of HORAN Wealth's portfolio in Q1 2026, its #189 holding.
  • HORAN Wealth first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • HORAN Wealth's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $217K in Q3 2025.
  • 193 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q1 2026.

Based on HORAN Wealth's 13F filing for Q1 2026, filed 8 May 2026.