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

Postrock 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	$990K	Buy	38,606 +1,950	+5%	+$50K	0.4%	35
2026 Q1	$939K	Buy	36,656 +350	+1%	+$8.98K	0.43%	38
2025 Q4	$931K	Sell	36,306 -792	-2%	-$20.3K	0.4%	37
2025 Q3	$952K	Sell	37,098 -1,318	-3%	-$33.8K	0.42%	38
2025 Q2	$984K	Buy	38,416 +1,350	+4%	+$34.5K	0.47%	39
2025 Q1	$947K	Hold	37,066	–	–	0.47%	38
2024 Q4	$944K	Buy	+37,066	New	+$946K	0.46%	40

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Postrock Partners's IBMO Position: Q2 2026 in Review

Postrock Partners increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 5.3% in Q2 2026, buying an estimated $50K and bringing the position to 38,606 shares worth $990K. The position accounts for 0.4% of the portfolio, ranked #35.

Postrock Partners first reported a position in IBMO in Q4 2024 and has held it in 7 quarters since. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

Postrock Partners held 38,606 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $990K as of Q2 2026.
Postrock Partners bought 1,950 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $50K.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.4% of Postrock Partners's portfolio in Q2 2026, its #35 holding.
Postrock Partners first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Postrock Partners's 13F filing for Q2 2026, filed 24 Jul 2026.