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Members Wealth’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Members Wealth’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
-22,399
Closed -$575K – 115
2025
Q4 		$575K Hold
22,399
– – 0.36% 51
2025
Q3 		$573K Buy
+22,399
New +$574K 0.36% 51
2025
Q1 		$573K Buy
22,406
+786
+4% +$20.1K 0.43% 49
2024
Q4 		$551K Buy
+21,620
New +$552K 0.41% 49
2024
Q2 		$554K Buy
+21,620
New +$546K 0.37% 51

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 $1.24B AUM 28.92% 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 $32.7B 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 $530B AUM 22.01% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Members Wealth's IBMO Position: Q1 2026 in Review

Members Wealth sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q1 2026, closing a stake of 22,399 shares — an estimated $575K sold.

Members Wealth first reported a position in IBMO in Q2 2024 and held it in 5 quarters. The position peaked at $575K in Q4 2025. 193 funds tracked by Wall St. Rank hold IBMO as of Q1 2026.

  • Members Wealth reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Members Wealth sold 22,399 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q1 2026, an estimated $575K.
  • Members Wealth first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2024 and held it in 5 quarters.
  • Members Wealth's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $575K in Q4 2025.
  • 193 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q1 2026.

Based on Members Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.