Prism Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Prism Advisors’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 Q1	$914K	Hold	35,665	–	–	0.24%	49
2025 Q4	$914K	Hold	35,665	–	–	0.24%	49
2025 Q3	$915K	Hold	35,665	–	–	0.25%	49
2025 Q2	$914K	Hold	35,665	–	–	0.26%	47
2025 Q1	$912K	Hold	35,665	–	–	0.28%	39
2024 Q4	$908K	Hold	35,665	–	–	0.27%	39
2024 Q3	$915K	Hold	35,665	–	–	0.26%	38
2024 Q2	$903K	Hold	35,665	–	–	0.27%	36
2024 Q1	$904K	Hold	35,665	–	–	0.27%	32
2023 Q4	$910K	Hold	35,665	–	–	0.29%	36
2023 Q3	$885K	Hold	35,665	–	–	0.31%	31
2023 Q2	$898K	Hold	35,665	–	–	0.3%	29
2023 Q1	$911K	Hold	35,665	–	–	0.32%	29
2022 Q4	$899K	Hold	35,665	–	–	0.33%	28
2022 Q3	$878K	Hold	35,665	–	–	0.35%	32
2022 Q2	$904K	Sell	35,665 -1,831	-5%	-$46.1K	0.34%	28
2022 Q1	$956K	Sell	37,496 -457	-1%	-$11.9K	0.32%	26
2021 Q4	$1.02M	Hold	37,953	–	–	0.33%	26
2021 Q3	$1.02M	Hold	37,953	–	–	0.36%	26
2021 Q2	$1.02M	Buy	37,953 +1,113	+3%	+$30K	0.36%	28
2021 Q1	$988K	Hold	36,840	–	–	0.36%	27
2020 Q4	$998K	Buy	36,840 +10,215	+38%	+$275K	0.38%	27
2020 Q3	$717K	Hold	26,625	–	–	0.3%	27
2020 Q2	$710K	Buy	26,625 +2,775	+12%	+$72.8K	0.32%	26
2020 Q1	$615K	Buy	23,850 +15,166	+175%	+$395K	0.4%	43
2019 Q4	$225K	Buy	+8,684	New	+$225K	0.11%	58

Other funds holding IBMO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

RPC

Rossmore Private Capital Glastonbury, Connecticut $1.14B AUM 23.53% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Prism Advisors's IBMO Position: Q1 2026 in Review

Prism Advisors held its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) position steady in Q1 2026 at 35,665 shares worth $914K. The position accounts for 0.24% of the portfolio, ranked #49.

Prism Advisors first reported a position in IBMO in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.02M in Q2 2021. 193 funds tracked by Wall St. Rank hold IBMO as of Q1 2026.

Prism Advisors held 35,665 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $914K as of Q1 2026.
Prism Advisors left its iShares iBonds Dec 2026 Term Muni Bond ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.24% of Prism Advisors's portfolio in Q1 2026, its #49 holding.
Prism Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2019 and has held it in 26 quarters since.
Prism Advisors's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $1.02M in Q2 2021.
193 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q1 2026.

Based on Prism Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.