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 Q2	–	Sell	-8,563	Closed	-$219K	–	1200
2026 Q1	$219K	Buy	+8,563	New	+$220K	﹤0.01%	989
2025 Q4	–	Sell	-44,508	Closed	-$1.14M	–	1141
2025 Q3	$1.14M	Buy	+44,508	New	+$1.14M	0.02%	379
2024 Q4	–	Sell	-23,207	Closed	-$595K	–	1042
2024 Q3	$595K	Buy	+23,207	New	+$592K	0.01%	676
2022 Q3	–	Sell	-8,049	Closed	-$204K	–	1128
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	0.01%	744

Other funds holding IBMO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Old Mission Capital's IBMO Position: Q2 2026 in Review

Old Mission Capital sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q2 2026, closing a stake of 8,563 shares — an estimated $219K sold.

Old Mission Capital first reported a position in IBMO in Q4 2021 and held it in 5 quarters. The position peaked at $1.14M in Q3 2025. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

Old Mission Capital reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
Old Mission Capital sold 8,563 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $219K.
Old Mission Capital first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2021 and held it in 5 quarters.
Old Mission Capital's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $1.14M in Q3 2025.
181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Old Mission Capital's 13F filing for Q2 2026, filed 14 Aug 2026.