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

Paradiem’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	$7.54M	Hold	294,149	–	–	1.63%	25
2026 Q1	$7.54M	Buy	294,149 +158,377	+117%	+$4.06M	1.66%	26
2025 Q4	$3.48M	Hold	135,772	–	–	0.83%	30
2025 Q3	$3.48M	Hold	135,772	–	–	0.81%	29
2025 Q2	$3.48M	Hold	135,772	–	–	0.88%	26
2025 Q1	$3.47M	Hold	135,772	–	–	0.96%	36
2024 Q4	$3.46M	Hold	135,772	–	–	0.93%	35
2024 Q3	$3.48M	Hold	135,772	–	–	0.82%	39
2024 Q2	$3.44M	Hold	135,772	–	–	0.86%	40
2024 Q1	$3.44M	Buy	+135,772	New	+$3.45M	0.85%	50

Other funds holding IBMO

RPC

Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 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

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 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 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

Paradiem's IBMO Position: Q2 2026 in Review

Paradiem held its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) position steady in Q2 2026 at 294,149 shares worth $7.54M. The position accounts for 1.63% of the portfolio, ranked #25.

Paradiem first reported a position in IBMO in Q1 2024 and has held it in 10 quarters since. 87 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

Paradiem held 294,149 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $7.54M as of Q2 2026.
Paradiem 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 1.63% of Paradiem's portfolio in Q2 2026, its #25 holding.
Paradiem first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
87 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Paradiem's 13F filing for Q2 2026, filed 14 Jul 2026.