MWM
IBMO icon

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

Modern Wealth Management’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 		$969K Buy
37,854
+5,451
+17% +$140K 0.02% 430
2025
Q4 		$831K Sell
32,403
-13,325
-29% -$341K 0.02% 440
2025
Q3 		$1.17M Buy
45,728
+686
+2% +$17.6K 0.02% 361
2025
Q2 		$1.15M Buy
45,042
+6,990
+18% +$178K 0.03% 344
2025
Q1 		$973K Sell
38,052
-2,544
-6% -$64.9K 0.03% 305
2024
Q4 		$1.03M Buy
40,596
+15,359
+61% +$392K 0.04% 253
2024
Q3 		$647K Buy
25,237
+4,239
+20% +$108K 0.04% 217
2024
Q2 		$532K Buy
20,998
+10,723
+104% +$271K 0.04% 210
2024
Q1 		$260K Buy
+10,275
New +$261K 0.02% 262

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 $1.13B AUM 23.53% 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 $25.5B 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 $501B AUM 22.01% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return