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Precision Wealth Strategies’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Precision Wealth Strategies’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
-10,225
Closed -$262K – 181
2025
Q2 		$262K Buy
+10,225
New +$261K 0.09% 150

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

Precision Wealth Strategies's IBMO Position: Q3 2025 in Review

Precision Wealth Strategies sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q3 2025, closing a stake of 10,225 shares — an estimated $262K sold.

Precision Wealth Strategies first reported a position in IBMO in Q2 2025 and held it in 1 quarter. The position peaked at $262K in Q2 2025. 179 funds tracked by Wall St. Rank hold IBMO as of Q3 2025.

  • Precision Wealth Strategies reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Precision Wealth Strategies sold 10,225 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q3 2025, an estimated $262K.
  • Precision Wealth Strategies first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2025 and held it in 1 quarter.
  • Precision Wealth Strategies's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $262K in Q2 2025.
  • 179 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q3 2025.

Based on Precision Wealth Strategies's 13F filing for Q3 2025, filed 16 Oct 2025.