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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
Q2 		$279K Hold
10,893
– – 0.02% 499
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
US Bancorp
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MONECO Advisors's IBMO Position: Q2 2026 in Review

MONECO Advisors held its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) position steady in Q2 2026 at 10,893 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #499.

MONECO Advisors first reported a position in IBMO in Q1 2023 and has held it in 12 quarters since. The position peaked at $280K in Q3 2025. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • MONECO Advisors held 10,893 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $279K as of Q2 2026.
  • MONECO Advisors left its iShares iBonds Dec 2026 Term Muni Bond ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.02% of MONECO Advisors's portfolio in Q2 2026, its #499 holding.
  • MONECO Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2023 and has held it in 12 quarters since.
  • MONECO Advisors's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $280K 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 MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.