Kovitz Investment Group Partners’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Kovitz Investment Group Partners’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	$2.72M	Buy	106,153 +2,978	+3%	+$76.3K	0.06%	189
2026 Q1	$2.64M	Sell	103,175 -1,255	-1%	-$32.2K	0.06%	195
2025 Q4	$2.68M	Buy	104,430 +422	+0.4%	+$10.8K	0.06%	199
2025 Q3	$2.67M	Buy	104,008 +34,956	+51%	+$897K	0.01%	582
2025 Q2	$1.77M	Buy	69,052 +25,928	+60%	+$662K	0.01%	661
2025 Q1	$1.1M	Buy	+43,124	New	+$1.1M	0.01%	714

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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

Kovitz Investment Group Partners's IBMO Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 2.9% in Q2 2026, buying an estimated $76.3K and bringing the position to 106,153 shares worth $2.72M. The position accounts for 0.06% of the portfolio, ranked #189.

Kovitz Investment Group Partners first reported a position in IBMO in Q1 2025 and has held it in 6 quarters since. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

Kovitz Investment Group Partners held 106,153 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $2.72M as of Q2 2026.
Kovitz Investment Group Partners bought 2,978 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $76.3K.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.06% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #189 holding.
Kovitz Investment Group Partners first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.