MWA
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Mills Wealth Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Mills Wealth Advisors’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
-21,029
Closed -$539K – 80
2026
Q1 		$539K Buy
+21,029
New +$540K 0.19% 40

Other funds holding IBMO

P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
SCG
Sonata Capital Group Seattle, Washington $310M AUM 18.96% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return
BSAM
Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return

Mills Wealth Advisors's IBMO Position: Q2 2026 in Review

Mills Wealth Advisors sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q2 2026, closing a stake of 21,029 shares — an estimated $539K sold.

Mills Wealth Advisors first reported a position in IBMO in Q1 2026 and held it in 1 quarter. The position peaked at $539K in Q1 2026. 57 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Mills Wealth Advisors reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Mills Wealth Advisors sold 21,029 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $539K.
  • Mills Wealth Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2026 and held it in 1 quarter.
  • Mills Wealth Advisors's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $539K in Q1 2026.
  • 57 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Mills Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.