Private Advisor Group’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Private Advisor Group’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	$241K	Sell	9,416 -8,078	-46%	-$207K	﹤0.01%	2239
2026 Q1	$448K	Sell	17,494 -225	-1%	-$5.78K	﹤0.01%	1929
2025 Q4	$454K	Hold	17,719	–	–	﹤0.01%	1882
2025 Q3	$455K	Hold	17,719	–	–	﹤0.01%	1824
2025 Q2	$454K	Buy	+17,719	New	+$452K	﹤0.01%	1741
2025 Q1	–	Sell	-8,651	Closed	-$220K	–	2356
2024 Q4	$220K	Buy	+8,651	New	+$221K	﹤0.01%	2042

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Private Advisor Group's IBMO Position: Q2 2026 in Review

Private Advisor Group reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 46% in Q2 2026, selling an estimated $207K and leaving 9,416 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #2239.

Private Advisor Group first reported a position in IBMO in Q4 2024 and has held it in 6 quarters since. The position peaked at $455K in Q3 2025. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

Private Advisor Group held 9,416 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $241K as of Q2 2026.
Private Advisor Group sold 8,078 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $207K.
iShares iBonds Dec 2026 Term Muni Bond ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #2239 holding.
Private Advisor Group first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
Private Advisor Group's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $455K in Q3 2025.
181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.