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IBMO icon

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

NewEdge 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 		$17.9M Buy
699,515
+12,787
+2% +$328K 0.06% 289
2025
Q4 		$17.6M Buy
686,728
+41,503
+6% +$1.06M 0.06% 277
2025
Q3 		$16.6M Buy
645,225
+30,053
+5% +$771K 0.08% 260
2025
Q2 		$15.8M Buy
615,172
+45,604
+8% +$1.16M 0.08% 248
2025
Q1 		$14.6M Buy
569,568
+10,133
+2% +$259K 0.09% 238
2024
Q4 		$14.2M Buy
559,435
+1,813
+0.3% +$46.3K 0.09% 232
2024
Q3 		$14.3M Buy
557,622
+9,858
+2% +$252K 0.09% 224
2024
Q2 		$13.9M Sell
547,764
-16,516
-3% -$417K 0.1% 199
2024
Q1 		$14.3M Buy
564,280
+13,657
+2% +$347K 0.12% 170
2023
Q4 		$14M Buy
550,623
+183,488
+50% +$4.6M 0.13% 165
2023
Q3 		$9.11M Buy
367,135
+25,710
+8% +$644K 0.1% 202
2023
Q2 		$8.6M Sell
341,425
-51,926
-13% -$1.31M 0.1% 208
2023
Q1 		$10M Sell
393,351
-28,365
-7% -$720K 0.13% 175
2022
Q4 		$4M Buy
421,716
+379,263
+893% +$9.46M 0.11% 209
2022
Q3 		$1.05M Buy
+42,453
New +$1.08M 0.02% 633

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.13B AUM 23.53% 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
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return