LPL Financial
IBMO icon

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

LPL 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 		$9.92M Sell
386,854
-17,463
-4% -$448K ﹤0.01% 2154
2026
Q1 		$10.4M Sell
404,317
-5,947
-1% -$153K ﹤0.01% 1968
2025
Q4 		$10.5M Buy
410,264
+14,843
+4% +$380K ﹤0.01% 1888
2025
Q3 		$10.1M Buy
395,421
+6,764
+2% +$173K ﹤0.01% 1842
2025
Q2 		$9.96M Buy
388,657
+744
+0.2% +$19K ﹤0.01% 1716
2025
Q1 		$9.92M Buy
387,913
+49,803
+15% +$1.27M ﹤0.01% 1609
2024
Q4 		$8.61M Buy
338,110
+41,619
+14% +$1.06M ﹤0.01% 1651
2024
Q3 		$7.61M Sell
296,491
-1,621
-0.5% -$41.4K ﹤0.01% 1673
2024
Q2 		$7.55M Buy
298,112
+20,588
+7% +$520K ﹤0.01% 1544
2024
Q1 		$7.04M Buy
277,524
+6,753
+2% +$172K ﹤0.01% 1556
2023
Q4 		$6.91M Buy
270,771
+24,609
+10% +$618K ﹤0.01% 1479
2023
Q3 		$6.11M Buy
246,162
+31,392
+15% +$787K ﹤0.01% 1474
2023
Q2 		$5.41M Sell
214,770
-3,713
-2% -$93.7K ﹤0.01% 1519
2023
Q1 		$5.58M Sell
218,483
-22,700
-9% -$576K ﹤0.01% 1439
2022
Q4 		$6.08M Buy
241,183
+42,745
+22% +$1.07M 0.01% 1333
2022
Q3 		$4.89M Buy
198,438
+32,515
+20% +$825K ﹤0.01% 1395
2022
Q2 		$4.2M Buy
165,923
+73,614
+80% +$1.85M ﹤0.01% 1521
2022
Q1 		$2.35M Buy
92,309
+4,779
+5% +$125K ﹤0.01% 1926
2021
Q4 		$2.35M Buy
87,530
+36,765
+72% +$987K ﹤0.01% 1962
2021
Q3 		$1.36M Buy
50,765
+12,211
+32% +$330K ﹤0.01% 2359
2021
Q2 		$1.04M Buy
38,554
+2,703
+8% +$72.9K ﹤0.01% 2531
2021
Q1 		$962K Buy
35,851
+20,138
+128% +$543K ﹤0.01% 2427
2020
Q4 		$426K Buy
+15,713
New +$424K ﹤0.01% 2902

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

LPL Financial's IBMO Position: Q2 2026 in Review

LPL Financial reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 4.3% in Q2 2026, selling an estimated $448K and leaving 386,854 shares worth $9.92M. The position accounts for ﹤0.01% of the portfolio, ranked #2154.

LPL Financial first reported a position in IBMO in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.5M in Q4 2025. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • LPL Financial held 386,854 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $9.92M as of Q2 2026.
  • LPL Financial sold 17,463 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $448K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2154 holding.
  • LPL Financial first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • LPL Financial's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $10.5M 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 LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.