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Kestra Investment Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Kestra Investment 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
2025
Q1 		– Sell
-149
Closed -$3.8K – 1161
2024
Q4 		$3.8K Buy
+149
New +$3.8K ﹤0.01% 944

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kestra Investment Management's IBMO Position: Q1 2025 in Review

Kestra Investment Management sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q1 2025, closing a stake of 149 shares — an estimated $3.8K sold.

Kestra Investment Management first reported a position in IBMO in Q4 2024 and held it in 1 quarter. The position peaked at $3.8K in Q4 2024. 178 funds tracked by Wall St. Rank hold IBMO as of Q1 2025.

  • Kestra Investment Management reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 149 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q1 2025, an estimated $3.8K.
  • Kestra Investment Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $3.8K in Q4 2024.
  • 178 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.