Princeton Global Asset Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Princeton Global Asset 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	$508K	Hold	19,825	–	–	0.07%	141
2026 Q1	$508K	Sell	19,825 -775	-4%	-$19.9K	0.08%	130
2025 Q4	$528K	Buy	20,600 +4,900	+31%	+$126K	0.09%	129
2025 Q3	$403K	Hold	15,700	–	–	0.07%	148
2025 Q2	$402K	Hold	15,700	–	–	0.07%	142
2025 Q1	$401K	Buy	15,700 +8,800	+128%	+$225K	0.08%	139
2024 Q4	$176K	Buy	6,900 +775	+13%	+$19.8K	0.03%	197
2024 Q3	$157K	Hold	6,125	–	–	0.03%	200
2024 Q2	$155K	Hold	6,125	–	–	0.03%	188
2024 Q1	$155K	Hold	6,125	–	–	0.04%	172
2023 Q4	$156K	Buy	6,125 +3,900	+175%	+$97.9K	0.04%	178
2023 Q3	$55.2K	Hold	2,225	–	–	0.02%	241
2023 Q2	$56K	Hold	2,225	–	–	0.02%	248
2023 Q1	$56.8K	Buy	2,225 +1,735	+354%	+$44K	0.02%	251
2022 Q4	$12K	Hold	490	–	–	﹤0.01%	379
2022 Q3	$12K	Hold	490	–	–	﹤0.01%	376
2022 Q2	$12K	Hold	490	–	–	﹤0.01%	387
2022 Q1	$12K	Hold	490	–	–	﹤0.01%	421
2021 Q4	$13K	Hold	490	–	–	﹤0.01%	379
2021 Q3	$13K	Hold	490	–	–	﹤0.01%	382
2021 Q2	$13K	Hold	490	–	–	﹤0.01%	389
2021 Q1	$13K	Hold	490	–	–	﹤0.01%	359
2020 Q4	$13K	Hold	490	–	–	﹤0.01%	370
2020 Q3	$13K	Buy	+490	New	+$13.2K	0.01%	335

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

Princeton Global Asset Management's IBMO Position: Q2 2026 in Review

Princeton Global Asset Management held its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) position steady in Q2 2026 at 19,825 shares worth $508K. The position accounts for 0.07% of the portfolio, ranked #141.

Princeton Global Asset Management first reported a position in IBMO in Q3 2020 and has held it in 24 quarters since. The position peaked at $528K in Q4 2025. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

Princeton Global Asset Management held 19,825 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $508K as of Q2 2026.
Princeton Global Asset Management left its iShares iBonds Dec 2026 Term Muni Bond ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.07% of Princeton Global Asset Management's portfolio in Q2 2026, its #141 holding.
Princeton Global Asset Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q3 2020 and has held it in 24 quarters since.
Princeton Global Asset Management's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $528K in Q4 2025.
181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.