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

&Partners’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	$369K	Sell	14,397 -448	-3%	-$11.5K	﹤0.01%	2008
2026 Q1	$380K	Sell	14,845 -1,799	-11%	-$46.2K	﹤0.01%	1844
2025 Q4	$423K	Buy	16,644 +801	+5%	+$20.5K	﹤0.01%	1724
2025 Q3	$407K	Buy	15,843 +713	+5%	+$18.3K	﹤0.01%	1588
2025 Q2	$388K	Sell	15,130 -5,293	-26%	-$135K	﹤0.01%	1481
2025 Q1	$494K	Sell	20,423 -11,625	-36%	-$297K	0.01%	1137
2024 Q4	$813K	Buy	32,048 +1,713	+6%	+$43.7K	0.01%	857
2024 Q3	$778K	Sell	30,335 -10,272	-25%	-$262K	0.02%	667
2024 Q2	$1.03M	Buy	40,607 +10,062	+33%	+$254K	0.05%	340
2024 Q1	$774K	Buy	+30,545	New	+$777K	0.11%	193

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

&Partners's IBMO Position: Q2 2026 in Review

&Partners reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 3% in Q2 2026, selling an estimated $11.5K and leaving 14,397 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #2008.

&Partners first reported a position in IBMO in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.03M in Q2 2024. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

&Partners held 14,397 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $369K as of Q2 2026.
&Partners sold 448 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $11.5K.
iShares iBonds Dec 2026 Term Muni Bond ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2008 holding.
&Partners first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
&Partners's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $1.03M in Q2 2024.
181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.