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Investment Research Partners’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Investment Research Partners’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 		– Sell
-30,257
Closed -$775K – 286
2026
Q1 		$775K Buy
+30,257
New +$777K 0.32% 79

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

Investment Research Partners's IBMO Position: Q2 2026 in Review

Investment Research Partners sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q2 2026, closing a stake of 30,257 shares — an estimated $775K sold.

Investment Research Partners first reported a position in IBMO in Q1 2026 and held it in 1 quarter. The position peaked at $775K in Q1 2026. 145 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Investment Research Partners reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Investment Research Partners sold 30,257 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $775K.
  • Investment Research Partners first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2026 and held it in 1 quarter.
  • Investment Research Partners's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $775K in Q1 2026.
  • 145 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.