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

OneDigital Investment 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 		$1.36M Sell
53,030
-5,567
-10% -$143K 0.01% 588
2025
Q4 		$1.5M Buy
+58,597
New +$1.5M 0.01% 543

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 $1.14B AUM 23.53% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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 $32.7B 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 $530B AUM 22.01% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OneDigital Investment Advisors's IBMO Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 9.5% in Q1 2026, selling an estimated $143K and leaving 53,030 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #588.

OneDigital Investment Advisors first reported a position in IBMO in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.5M in Q4 2025. 193 funds tracked by Wall St. Rank hold IBMO as of Q1 2026.

  • OneDigital Investment Advisors held 53,030 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $1.36M as of Q1 2026.
  • OneDigital Investment Advisors sold 5,567 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q1 2026, an estimated $143K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #588 holding.
  • OneDigital Investment Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • OneDigital Investment Advisors's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $1.5M in Q4 2025.
  • 193 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.