IAIM
IBMO icon

International Assets Investment Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

International Assets Investment 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 		$52.6K Hold
2,059
– – ﹤0.01% 1292
2026
Q1 		$52.7K Hold
2,059
– – ﹤0.01% 1211
2025
Q4 		$52.8K Buy
+2,059
New +$52.7K ﹤0.01% 1194
2024
Q3 		– Sell
-2,059
Closed -$52.1K – 2153
2024
Q2 		$52.1K Buy
+2,059
New +$52K ﹤0.01% 1159

Other funds holding IBMO

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

International Assets Investment Management's IBMO Position: Q2 2026 in Review

International Assets Investment Management held its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) position steady in Q2 2026 at 2,059 shares worth $52.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1292.

International Assets Investment Management first reported a position in IBMO in Q2 2024 and has held it in 4 quarters since. The position peaked at $52.8K in Q4 2025. 145 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • International Assets Investment Management held 2,059 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $52.6K as of Q2 2026.
  • International Assets Investment Management left its iShares iBonds Dec 2026 Term Muni Bond ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1292 holding.
  • International Assets Investment Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2024 and has held it in 4 quarters since.
  • International Assets Investment Management's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $52.8K in Q4 2025.
  • 145 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.