PWM
IBMO icon

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

Praetorian 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 		$5.08M Sell
198,055
-16,557
-8% -$424K 0.88% 25
2026
Q1 		$5.5M Sell
214,612
-26,966
-11% -$692K 1.05% 25
2025
Q4 		$6.19M Buy
241,578
+7,282
+3% +$187K 1.23% 21
2025
Q3 		$6.01M Sell
234,296
-2,879
-1% -$73.8K 1.23% 18
2025
Q2 		$6.08M Buy
237,175
+273
+0.1% +$6.97K 1.4% 18
2025
Q1 		$6.06M Buy
236,902
+2,940
+1% +$75K 1.48% 14
2024
Q4 		$5.96M Buy
233,962
+2,249
+1% +$57.4K 1.45% 16
2024
Q3 		$5.94M Sell
231,713
-11,772
-5% -$300K 1.48% 16
2024
Q2 		$6.17M Sell
243,485
-8,895
-4% -$225K 1.58% 16
2024
Q1 		$6.4M Buy
252,380
+15,437
+7% +$393K 1.71% 13
2023
Q4 		$6.04M Buy
236,943
+12,598
+6% +$316K 1.75% 15
2023
Q3 		$5.57M Buy
224,345
+7,539
+3% +$189K 1.77% 15
2023
Q2 		$5.46M Sell
216,806
-2,946
-1% -$74.4K 1.69% 17
2023
Q1 		$5.61M Buy
219,752
+34,495
+19% +$875K 1.82% 16
2022
Q4 		$4.67M Buy
185,257
+19,278
+12% +$481K 1.68% 18
2022
Q3 		$1.09M Sell
165,979
-18,647
-10% -$473K 0.41% 35
2022
Q2 		$4.68M Buy
184,626
+6,663
+4% +$168K 1.72% 17
2022
Q1 		$4.54M Buy
177,963
+17,347
+11% +$453K 1.55% 19
2021
Q4 		$4.32M Buy
160,616
+9,715
+6% +$261K 1.4% 21
2021
Q3 		$4.06M Buy
150,901
+5,551
+4% +$150K 1.38% 21
2021
Q2 		$3.92M Buy
145,350
+27,871
+24% +$751K 1.31% 21
2021
Q1 		$3.15M Buy
117,479
+17,735
+18% +$479K 1.11% 24
2020
Q4 		$2.7M Buy
99,744
+15,204
+18% +$410K 1.03% 27
2020
Q3 		$2.28M Buy
84,540
+32,262
+62% +$868K 1% 25
2020
Q2 		$1.39M Buy
+52,278
New +$1.37M 0.68% 27

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

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

Praetorian Wealth Management reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 7.7% in Q2 2026, selling an estimated $424K and leaving 198,055 shares worth $5.08M. The position accounts for 0.88% of the portfolio, ranked #25.

Praetorian Wealth Management first reported a position in IBMO in Q2 2020 and has held it in 25 quarters since. The position peaked at $6.4M in Q1 2024. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Praetorian Wealth Management held 198,055 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $5.08M as of Q2 2026.
  • Praetorian Wealth Management sold 16,557 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $424K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.88% of Praetorian Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Praetorian Wealth Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • Praetorian Wealth Management's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $6.4M in Q1 2024.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Praetorian Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.