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Parkway Wealth Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Parkway Wealth Management’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 		$2.52M Buy
98,369
+2,268
+2% +$58.1K 0.29% 58
2026
Q1 		$2.46M Buy
96,101
+6,256
+7% +$161K 0.31% 58
2025
Q4 		$2.3M Buy
+89,845
New +$2.3M 0.31% 53

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
US Bancorp
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Parkway Wealth Management's IBMO Position: Q2 2026 in Review

Parkway Wealth Management increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 2.4% in Q2 2026, buying an estimated $58.1K and bringing the position to 98,369 shares worth $2.52M. The position accounts for 0.29% of the portfolio, ranked #58.

Parkway Wealth Management first reported a position in IBMO in Q4 2025 and has held it in 3 quarters since. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Parkway Wealth Management held 98,369 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $2.52M as of Q2 2026.
  • Parkway Wealth Management bought 2,268 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $58.1K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.29% of Parkway Wealth Management's portfolio in Q2 2026, its #58 holding.
  • Parkway Wealth Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Parkway Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.