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MONECO Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

MONECO 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
Q1 		$279K Hold
10,893
– – 0.02% 419
2025
Q4 		$279K Hold
10,893
– – 0.02% 416
2025
Q3 		$280K Hold
10,893
– – 0.02% 417
2025
Q2 		$279K Hold
10,893
– – 0.03% 393
2025
Q1 		$278K Hold
10,893
– – 0.03% 378
2024
Q4 		$277K Hold
10,893
– – 0.03% 386
2024
Q3 		$279K Hold
10,893
– – 0.03% 357
2024
Q2 		$276K Hold
10,893
– – 0.04% 338
2024
Q1 		$276K Hold
10,893
– – 0.04% 334
2023
Q4 		$278K Buy
+10,893
New +$273K 0.05% 306
2023
Q2 		– Sell
-7,843
Closed -$200K – 347
2023
Q1 		$200K Buy
+7,843
New +$199K 0.06% 313

Other funds holding IBMO

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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