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 Q2	$1.53M	Sell	59,854 -4,827	-7%	-$124K	0.02%	694
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 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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 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

Kestra Private Wealth Services's IBMO Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 7.5% in Q2 2026, selling an estimated $124K and leaving 59,854 shares worth $1.53M. The position accounts for 0.02% of the portfolio, ranked #694.

Kestra Private Wealth Services first reported a position in IBMO in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.84M in Q4 2025. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

Kestra Private Wealth Services held 59,854 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $1.53M as of Q2 2026.
Kestra Private Wealth Services sold 4,827 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $124K.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #694 holding.
Kestra Private Wealth Services first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2024 and has held it in 9 quarters since.
Kestra Private Wealth Services's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $1.84M in Q4 2025.
181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.