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NorthAvenue LLC’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

NorthAvenue LLC’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 		$59.6K Hold
2,325
– – 0.04% 67
2026
Q1 		$59.6K Hold
2,325
– – 0.05% 59
2025
Q4 		$59.6K Buy
+2,325
New +$59.6K 0.05% 65

Other funds holding IBMO

KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM

NorthAvenue LLC's IBMO Position: Q2 2026 in Review

NorthAvenue LLC held its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) position steady in Q2 2026 at 2,325 shares worth $59.6K. The position accounts for 0.04% of the portfolio, ranked #67.

NorthAvenue LLC first reported a position in IBMO in Q4 2025 and has held it in 3 quarters since. 76 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • NorthAvenue LLC held 2,325 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $59.6K as of Q2 2026.
  • NorthAvenue LLC left its iShares iBonds Dec 2026 Term Muni Bond ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.04% of NorthAvenue LLC's portfolio in Q2 2026, its #67 holding.
  • NorthAvenue LLC first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 76 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.