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

IHT Wealth Management’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	$1.96M	Buy	76,419 +451	+0.6%	+$11.6K	0.04%	404
2026 Q1	$1.95M	Buy	75,968 +302	+0.4%	+$7.75K	0.05%	380
2025 Q4	$1.94M	Buy	75,666 +33,407	+79%	+$856K	0.05%	351
2025 Q3	$1.08M	Buy	42,259 +251	+0.6%	+$6.44K	0.03%	505
2025 Q2	$1.08M	Buy	42,008 +242	+0.6%	+$6.18K	0.03%	480
2025 Q1	$1.07M	Buy	41,766 +163	+0.4%	+$4.16K	0.03%	453
2024 Q4	$1.06M	Buy	+41,603	New	+$1.06M	0.03%	440

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

RPC

Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return

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

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

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

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

IHT Wealth Management's IBMO Position: Q2 2026 in Review

IHT Wealth Management increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 0.59% in Q2 2026, buying an estimated $11.6K and bringing the position to 76,419 shares worth $1.96M. The position accounts for 0.04% of the portfolio, ranked #404.

IHT Wealth Management first reported a position in IBMO in Q4 2024 and has held it in 7 quarters since. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

IHT Wealth Management held 76,419 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $1.96M as of Q2 2026.
IHT Wealth Management bought 451 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $11.6K.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.04% of IHT Wealth Management's portfolio in Q2 2026, its #404 holding.
IHT Wealth Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.