Kathmere Capital Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Kathmere Capital 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	$14.2M	Buy	553,898 +94,407	+21%	+$2.42M	0.75%	29
2026 Q1	$11.8M	Sell	459,491 -12,113	-3%	-$311K	0.73%	30
2025 Q4	$12.1M	Sell	471,604 -2,168	-0.5%	-$55.5K	0.81%	30
2025 Q3	$12.2M	Sell	473,772 -233	-0%	-$5.98K	0.86%	28
2025 Q2	$12.1M	Sell	474,005 -54,352	-10%	-$1.39M	0.93%	28
2025 Q1	$13.5M	Sell	528,357 -94,557	-15%	-$2.41M	1.15%	25
2024 Q4	$15.9M	Sell	622,914 -7,847	-1%	-$200K	1.42%	22
2024 Q3	$16.2M	Sell	630,761 -56,720	-8%	-$1.45M	1.52%	20
2024 Q2	$17.4M	Buy	687,481 +25,256	+4%	+$638K	1.84%	16
2024 Q1	$16.8M	Buy	662,225 +53,472	+9%	+$1.36M	1.92%	18
2023 Q4	$15.5M	Buy	608,753 +499,990	+460%	+$12.5M	2.01%	18
2023 Q3	$2.7M	Buy	+108,763	New	+$2.73M	0.4%	46

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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

Kathmere Capital Management's IBMO Position: Q2 2026 in Review

Kathmere Capital Management increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 21% in Q2 2026, buying an estimated $2.42M and bringing the position to 553,898 shares worth $14.2M. The position accounts for 0.75% of the portfolio, ranked #29.

Kathmere Capital Management first reported a position in IBMO in Q3 2023 and has held it in 12 quarters since. The position peaked at $17.4M in Q2 2024. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

Kathmere Capital Management held 553,898 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $14.2M as of Q2 2026.
Kathmere Capital Management bought 94,407 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $2.42M.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.75% of Kathmere Capital Management's portfolio in Q2 2026, its #29 holding.
Kathmere Capital Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q3 2023 and has held it in 12 quarters since.
Kathmere Capital Management's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $17.4M in Q2 2024.
181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.