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 Q2	$697K	Sell	27,199 -10,655	-28%	-$273K	0.01%	619
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Modern Wealth Management's IBMO Position: Q2 2026 in Review

Modern Wealth Management reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 28% in Q2 2026, selling an estimated $273K and leaving 27,199 shares worth $697K. The position accounts for 0.01% of the portfolio, ranked #619.

Modern Wealth Management first reported a position in IBMO in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.17M in Q3 2025. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

Modern Wealth Management held 27,199 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $697K as of Q2 2026.
Modern Wealth Management sold 10,655 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $273K.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #619 holding.
Modern Wealth Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
Modern Wealth Management's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $1.17M in Q3 2025.
181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.