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

Patten Group’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
-9,111
Closed -$233K – 286
2025
Q2 		$233K Hold
9,111
– – 0.05% 244
2025
Q1 		$233K Hold
9,111
– – 0.05% 243
2024
Q4 		$232K Sell
9,111
-578
-6% -$14.8K 0.05% 245
2024
Q3 		$249K Hold
9,689
– – 0.06% 235
2024
Q2 		$245K Hold
9,689
– – 0.06% 234
2024
Q1 		$246K Hold
9,689
– – 0.06% 233
2023
Q4 		$247K Buy
+9,689
New +$243K 0.07% 218

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

Patten Group's IBMO Position: Q3 2025 in Review

Patten Group sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q3 2025, closing a stake of 9,111 shares — an estimated $233K sold.

Patten Group first reported a position in IBMO in Q4 2023 and held it in 7 quarters. The position peaked at $249K in Q3 2024. 178 funds tracked by Wall St. Rank hold IBMO as of Q3 2025.

  • Patten Group reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Patten Group sold 9,111 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q3 2025, an estimated $233K.
  • Patten Group first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2023 and held it in 7 quarters.
  • Patten Group's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $249K in Q3 2024.
  • 178 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q3 2025.

Based on Patten Group's 13F filing for Q3 2025, filed 10 Nov 2025.