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

James Investment Research’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 		$919K Hold
35,835
– – 0.09% 193
2026
Q1 		$918K Sell
35,835
-19,600
-35% -$503K 0.1% 174
2025
Q4 		$1.42M Sell
55,435
-3,920
-7% -$100K 0.16% 124
2025
Q3 		$1.52M Buy
59,355
+600
+1% +$15.4K 0.17% 120
2025
Q2 		$1.51M Hold
58,755
– – 0.18% 121
2025
Q1 		$1.5M Hold
58,755
– – 0.19% 115
2024
Q4 		$1.5M Buy
58,755
+5,870
+11% +$150K 0.18% 117
2024
Q3 		$1.36M Buy
52,885
+1,951
+4% +$49.8K 0.16% 129
2024
Q2 		$1.29M Hold
50,934
– – 0.15% 130
2024
Q1 		$1.29M Buy
50,934
+650
+1% +$16.5K 0.15% 129
2023
Q4 		$1.28M Buy
+50,284
New +$1.26M 0.16% 128

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

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

James Investment Research held its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) position steady in Q2 2026 at 35,835 shares worth $919K. The position accounts for 0.09% of the portfolio, ranked #193.

James Investment Research first reported a position in IBMO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.52M in Q3 2025. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • James Investment Research held 35,835 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $919K as of Q2 2026.
  • James Investment Research 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 0.09% of James Investment Research's portfolio in Q2 2026, its #193 holding.
  • James Investment Research first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • James Investment Research's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $1.52M 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 James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.