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

Partners 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
2025
Q3 		– Sell
-11,489
Closed -$293K – 128
2025
Q2 		$293K Hold
11,489
– – 0.33% 79
2025
Q1 		$294K Hold
11,489
– – 0.33% 80
2024
Q4 		$293K Buy
+11,489
New +$293K 0.33% 81

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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Partners Wealth Management's IBMO Position: Q3 2025 in Review

Partners Wealth Management sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q3 2025, closing a stake of 11,489 shares — an estimated $293K sold.

Partners Wealth Management first reported a position in IBMO in Q4 2024 and held it in 3 quarters. The position peaked at $294K in Q1 2025. 178 funds tracked by Wall St. Rank hold IBMO as of Q3 2025.

  • Partners Wealth Management reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Partners Wealth Management sold 11,489 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q3 2025, an estimated $293K.
  • Partners Wealth Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2024 and held it in 3 quarters.
  • Partners Wealth Management's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $294K in Q1 2025.
  • 178 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q3 2025.

Based on Partners Wealth Management's 13F filing for Q3 2025, filed 29 Oct 2025.