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New England Private Wealth Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

New England Private Wealth 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 		$1.88M Buy
73,391
+34
+0% +$872 0.18% 87
2026
Q1 		$1.88M Buy
73,357
+18
+0% +$462 0.22% 78
2025
Q4 		$1.88M Buy
73,339
+34
+0% +$871 0.23% 75
2025
Q3 		$1.88M Buy
73,305
+17
+0% +$436 0.25% 73
2025
Q2 		$1.88M Buy
73,288
+33
+0% +$842 0.27% 63
2025
Q1 		$1.87M Buy
73,255
+6,192
+9% +$158K 0.29% 59
2024
Q4 		$1.71M Buy
67,063
+50,099
+295% +$1.28M 0.27% 61
2024
Q3 		$435K Buy
16,964
+22
+0.1% +$561 0.07% 101
2024
Q2 		$429K Buy
16,942
+23
+0.1% +$581 0.07% 95
2024
Q1 		$428K Buy
16,919
+13
+0.1% +$331 0.08% 99
2023
Q4 		$431K Buy
+16,906
New +$424K 0.08% 93

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

New England Private Wealth Advisors's IBMO Position: Q2 2026 in Review

New England Private Wealth Advisors increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 0.05% in Q2 2026, buying an estimated $872 and bringing the position to 73,391 shares worth $1.88M. The position accounts for 0.18% of the portfolio, ranked #87.

New England Private Wealth Advisors first reported a position in IBMO in Q4 2023 and has held it in 11 quarters since. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • New England Private Wealth Advisors held 73,391 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $1.88M as of Q2 2026.
  • New England Private Wealth Advisors bought 34 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $872.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.18% of New England Private Wealth Advisors's portfolio in Q2 2026, its #87 holding.
  • New England Private Wealth Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.