KCM
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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
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 0.82% 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 0.94% 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 1.85% 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 2.02% 18
2023
Q3 		$2.7M Buy
+108,763
New +$2.73M 0.4% 46

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.13B AUM 23.53% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return