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IFP Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

IFP Advisors’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 		$821K Sell
32,030
-263
-0.8% -$6.74K 0.01% 818
2026
Q1 		$828K Buy
32,293
+6,791
+27% +$174K 0.02% 757
2025
Q4 		$654K Sell
25,502
-907
-3% -$23.2K 0.01% 825
2025
Q3 		$678K Sell
26,409
-8,169
-24% -$210K 0.02% 753
2025
Q2 		$886K Buy
34,578
+3,834
+12% +$97.8K 0.03% 621
2025
Q1 		$786K Sell
30,744
-2,771
-8% -$70.7K 0.02% 615
2024
Q4 		$853K Sell
33,515
-440
-1% -$11.2K 0.03% 561
2024
Q3 		$871K Sell
33,955
-3,642
-10% -$92.9K 0.03% 512
2024
Q2 		$952K Sell
37,597
-927
-2% -$23.4K 0.04% 454
2024
Q1 		$977K Buy
38,524
+1,735
+5% +$44.1K 0.04% 418
2023
Q4 		$939K Buy
36,789
+6,269
+21% +$157K 0.04% 402
2023
Q3 		$757K Sell
30,520
-7,690
-20% -$193K 0.03% 471
2023
Q2 		$962K Sell
38,210
-9,871
-21% -$249K 0.04% 441
2023
Q1 		$1.2M Sell
48,081
-6,499
-12% -$165K 0.05% 335
2022
Q4 		$1.37M Buy
54,580
+25,845
+90% +$644K 0.04% 494
2022
Q3 		$719K Buy
28,735
+22,856
+389% +$580K 0.02% 761
2022
Q2 		$147K Hold
5,879
– – ﹤0.01% 1462
2022
Q1 		$147K Buy
+5,879
New +$154K ﹤0.01% 1462
2021
Q1 		– Sell
-1,879
Closed -$50.7K – 3097
2020
Q4 		$51K Hold
1,879
– – ﹤0.01% 1431
2020
Q3 		$51K Buy
+1,879
New +$50.6K ﹤0.01% 1282

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IFP Advisors's IBMO Position: Q2 2026 in Review

IFP Advisors reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 0.81% in Q2 2026, selling an estimated $6.74K and leaving 32,030 shares worth $821K. The position accounts for 0.01% of the portfolio, ranked #818.

IFP Advisors first reported a position in IBMO in Q3 2020 and has held it in 20 quarters since. The position peaked at $1.37M in Q4 2022. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • IFP Advisors held 32,030 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $821K as of Q2 2026.
  • IFP Advisors sold 263 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $6.74K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #818 holding.
  • IFP Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q3 2020 and has held it in 20 quarters since.
  • IFP Advisors's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $1.37M in Q4 2022.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.