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 Q3	$913K	Hold	35,665	–	–	0.23%	55
2026 Q2	$914K	Hold	35,665	–	–	0.22%	52
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

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Sonata Capital Group Seattle, Washington $314M AUM 13.54% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return

RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

Prism Advisors's IBMO Position: Q3 2026 in Review

Prism Advisors held its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) position steady in Q3 2026 at 35,665 shares worth $913K. The position accounts for 0.23% of the portfolio, ranked #55.

Prism Advisors first reported a position in IBMO in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.02M in Q2 2021. 60 funds tracked by Wall St. Rank hold IBMO as of Q3 2026.

Prism Advisors held 35,665 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $913K as of Q3 2026.
Prism Advisors left its iShares iBonds Dec 2026 Term Muni Bond ETF share count unchanged in Q3 2026.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.23% of Prism Advisors's portfolio in Q3 2026, its #55 holding.
Prism Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2019 and has held it in 28 quarters since.
Prism Advisors's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $1.02M in Q2 2021.
60 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q3 2026.

Based on Prism Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.