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

Nestegg 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
2025
Q2 		– Sell
-13,460
Closed -$344K – 47
2025
Q1 		$344K Sell
13,460
-1,538
-10% -$39.3K 0.37% 33
2024
Q4 		$382K Buy
+14,998
New +$383K 0.39% 31

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
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Nestegg Advisors's IBMO Position: Q2 2025 in Review

Nestegg Advisors sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q2 2025, closing a stake of 13,460 shares — an estimated $344K sold.

Nestegg Advisors first reported a position in IBMO in Q4 2024 and held it in 2 quarters. The position peaked at $382K in Q4 2024. 173 funds tracked by Wall St. Rank hold IBMO as of Q2 2025.

  • Nestegg Advisors reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Nestegg Advisors sold 13,460 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2025, an estimated $344K.
  • Nestegg Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2024 and held it in 2 quarters.
  • Nestegg Advisors's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $382K in Q4 2024.
  • 173 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2025.

Based on Nestegg Advisors's 13F filing for Q2 2025, filed 28 Jul 2025.