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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
Q2 		$18.8M Buy
732,003
+32,488
+5% +$833K 0.06% 317
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 $1.55T 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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NewEdge Advisors's IBMO Position: Q2 2026 in Review

NewEdge Advisors increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 4.6% in Q2 2026, buying an estimated $833K and bringing the position to 732,003 shares worth $18.8M. The position accounts for 0.06% of the portfolio, ranked #317.

NewEdge Advisors first reported a position in IBMO in Q3 2022 and has held it in 16 quarters since. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • NewEdge Advisors held 732,003 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $18.8M as of Q2 2026.
  • NewEdge Advisors bought 32,488 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $833K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.06% of NewEdge Advisors's portfolio in Q2 2026, its #317 holding.
  • NewEdge Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.