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Kestra Advisory Services’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Kestra Advisory Services’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 		– Sell
-2,161
Closed -$55.4K – 3706
2025
Q4 		$55.4K Buy
+2,161
New +$55.4K ﹤0.01% 3866
2025
Q2 		– Sell
-15,275
Closed -$390K – 2900
2025
Q1 		$390K Buy
+15,275
New +$390K ﹤0.01% 1990

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 $1.14B 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 $32.7B 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 $530B AUM 22.01% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kestra Advisory Services's IBMO Position: Q1 2026 in Review

Kestra Advisory Services sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q1 2026, closing a stake of 2,161 shares — an estimated $55.4K sold.

Kestra Advisory Services first reported a position in IBMO in Q1 2025 and held it in 2 quarters. The position peaked at $390K in Q1 2025. 193 funds tracked by Wall St. Rank hold IBMO as of Q1 2026.

  • Kestra Advisory Services reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 2,161 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q1 2026, an estimated $55.4K.
  • Kestra Advisory Services first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2025 and held it in 2 quarters.
  • Kestra Advisory Services's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $390K in Q1 2025.
  • 193 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.