HFS
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Hughes Financial Services’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Hughes Financial Services’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 		$86.5K Sell
3,374
-257
-7% -$6.59K 0.01% 143
2026
Q1 		$93.1K Sell
3,631
-3,055
-46% -$78.4K 0.01% 131
2025
Q4 		$171K Hold
6,686
– – 0.03% 85
2025
Q3 		$171K Hold
6,686
– – 0.03% 85
2025
Q2 		$171K Buy
6,686
+394
+6% +$10.1K 0.03% 82
2025
Q1 		$161K Buy
+6,292
New +$161K 0.03% 78

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
US Bancorp
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Hughes Financial Services's IBMO Position: Q2 2026 in Review

Hughes Financial Services reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 7.1% in Q2 2026, selling an estimated $6.59K and leaving 3,374 shares worth $86.5K. The position accounts for 0.01% of the portfolio, ranked #143.

Hughes Financial Services first reported a position in IBMO in Q1 2025 and has held it in 6 quarters since. The position peaked at $171K in Q4 2025. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Hughes Financial Services held 3,374 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $86.5K as of Q2 2026.
  • Hughes Financial Services sold 257 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $6.59K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.01% of Hughes Financial Services's portfolio in Q2 2026, its #143 holding.
  • Hughes Financial Services first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Hughes Financial Services's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $171K 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 Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.