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

Kestra Private Wealth 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 		$1.66M Sell
64,681
-6,910
-10% -$177K 0.02% 619
2025
Q4 		$1.84M Buy
71,591
+6,596
+10% +$169K 0.02% 571
2025
Q3 		$1.67M Buy
64,995
+4,271
+7% +$110K 0.02% 589
2025
Q2 		$1.56M Buy
60,724
+5,957
+11% +$152K 0.02% 579
2025
Q1 		$1.4M Buy
54,767
+9,872
+22% +$252K 0.02% 559
2024
Q4 		$1.14M Buy
44,895
+17,700
+65% +$452K 0.02% 599
2024
Q3 		$698K Buy
27,195
+211
+0.8% +$5.38K 0.01% 753
2024
Q2 		$683K Buy
+26,984
New +$681K 0.01% 713

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
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return