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 Q3	$279K	Hold	10,893	–	–	0.02%	509
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

Rossmore Private Capital Glastonbury, Connecticut $1.31B AUM 25.17% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return

Leavell Investment Management Mobile, Alabama $2.86B AUM 18.95% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

MONECO Advisors's IBMO Position: Q3 2026 in Review

MONECO Advisors held its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) position steady in Q3 2026 at 10,893 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #509.

MONECO Advisors first reported a position in IBMO in Q1 2023 and has held it in 13 quarters since. The position peaked at $280K in Q3 2025. 124 funds tracked by Wall St. Rank hold IBMO as of Q3 2026.

MONECO Advisors held 10,893 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $279K as of Q3 2026.
MONECO Advisors left its iShares iBonds Dec 2026 Term Muni Bond ETF share count unchanged in Q3 2026.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.02% of MONECO Advisors's portfolio in Q3 2026, its #509 holding.
MONECO Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2023 and has held it in 13 quarters since.
MONECO Advisors's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $280K in Q3 2025.
124 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q3 2026.

Based on MONECO Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.