KA
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Klingman & Associates’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Klingman & Associates’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
-9,349
Closed -$240K – 339
2025
Q4 		$240K Sell
9,349
-1,645
-15% -$42.1K 0.01% 288
2025
Q3 		$282K Sell
10,994
-773
-7% -$19.8K 0.01% 263
2025
Q2 		$302K Sell
11,767
-2,325
-16% -$59.3K 0.02% 241
2025
Q1 		$360K Sell
14,092
-2,821
-17% -$72K 0.02% 197
2024
Q4 		$431K Sell
16,913
-6,528
-28% -$167K 0.03% 168
2024
Q3 		$601K Sell
23,441
-1,716
-7% -$43.8K 0.04% 145
2024
Q2 		$637K Sell
25,157
-19,920
-44% -$503K 0.04% 122
2024
Q1 		$1.14M Sell
45,077
-11,486
-20% -$292K 0.08% 90
2023
Q4 		$1.44M Sell
56,563
-8,313
-13% -$209K 0.11% 74
2023
Q3 		$1.61M Buy
64,876
+5,810
+10% +$146K 0.13% 72
2023
Q2 		$1.49M Buy
59,066
+5,177
+10% +$131K 0.12% 68
2023
Q1 		$1.38M Buy
53,889
+6,907
+15% +$175K 0.12% 66
2022
Q4 		$1.18M Buy
46,982
+20,871
+80% +$520K 0.1% 69
2022
Q3 		$643K Buy
26,111
+11,535
+79% +$293K 0.06% 90
2022
Q2 		$369K Buy
+14,576
New +$367K 0.04% 132

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