Old Mission Capital’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Old Mission Capital’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	$219K	Buy	+8,563	New	+$220K	0.01%	989
2025 Q4	–	Sell	-44,508	Closed	-$1.14M	–	1146
2025 Q3	$1.14M	Buy	+44,508	New	+$1.14M	0.04%	379
2024 Q4	–	Sell	-23,207	Closed	-$595K	–	1044
2024 Q3	$595K	Buy	+23,207	New	+$592K	0.01%	676
2022 Q3	–	Sell	-8,049	Closed	-$204K	–	1131
2022 Q2	$204K	Buy	+8,049	New	+$203K	0.01%	1130
2022 Q1	–	Sell	-11,619	Closed	-$312K	–	1468
2021 Q4	$312K	Buy	+11,619	New	+$312K	0.02%	744

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

Rossmore Private Capital Glastonbury, Connecticut $1.13B AUM 23.53% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return