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Krilogy Financial’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Krilogy Financial’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 		– Sell
-11,120
Closed -$285K – 1107
2026
Q1 		$285K Sell
11,120
-2,870
-21% -$73.7K 0.01% 754
2025
Q4 		$359K Hold
13,990
– – 0.01% 666
2025
Q3 		$358K Buy
+13,990
New +$359K 0.01% 630

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
US Bancorp
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Krilogy Financial's IBMO Position: Q2 2026 in Review

Krilogy Financial sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q2 2026, closing a stake of 11,120 shares — an estimated $285K sold.

Krilogy Financial first reported a position in IBMO in Q3 2025 and held it in 3 quarters. The position peaked at $359K in Q4 2025. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Krilogy Financial reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Krilogy Financial sold 11,120 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $285K.
  • Krilogy Financial first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q3 2025 and held it in 3 quarters.
  • Krilogy Financial's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $359K 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 Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.