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

Integrated Wealth Concepts’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 		$8.5M Sell
331,427
-35,068
-10% -$899K 0.06% 331
2026
Q1 		$9.39M Sell
366,495
-10,301
-3% -$264K 0.07% 258
2025
Q4 		$9.66M Sell
376,796
-6,139
-2% -$157K 0.11% 163
2025
Q3 		$9.83M Buy
382,935
+46,352
+14% +$1.19M 0.09% 219
2025
Q2 		$8.62M Buy
336,583
+11,287
+3% +$288K 0.09% 219
2025
Q1 		$8.31M Buy
325,296
+20,544
+7% +$524K 0.1% 206
2024
Q4 		$7.76M Buy
304,752
+79,434
+35% +$2.03M 0.09% 215
2024
Q3 		$5.78M Buy
225,318
+35,749
+19% +$912K 0.07% 256
2024
Q2 		$4.8M Buy
189,569
+5,273
+3% +$133K 0.07% 272
2024
Q1 		$4.67M Buy
184,296
+43,193
+31% +$1.1M 0.07% 275
2023
Q4 		$3.6M Buy
141,103
+38,354
+37% +$963K 0.06% 303
2023
Q3 		$2.55M Sell
102,749
-8,775
-8% -$220K 0.05% 372
2023
Q2 		$2.81M Buy
111,524
+25,926
+30% +$655K 0.05% 342
2023
Q1 		$2.19M Buy
85,598
+35,651
+71% +$904K 0.05% 376
2022
Q4 		$1.26M Buy
+49,947
New +$1.25M 0.03% 420

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

Integrated Wealth Concepts's IBMO Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 9.6% in Q2 2026, selling an estimated $899K and leaving 331,427 shares worth $8.5M. The position accounts for 0.06% of the portfolio, ranked #331.

Integrated Wealth Concepts first reported a position in IBMO in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.83M in Q3 2025. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Integrated Wealth Concepts held 331,427 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $8.5M as of Q2 2026.
  • Integrated Wealth Concepts sold 35,068 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $899K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.06% of Integrated Wealth Concepts's portfolio in Q2 2026, its #331 holding.
  • Integrated Wealth Concepts first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Integrated Wealth Concepts's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $9.83M in Q3 2025.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.