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

PSI 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 Q2	$1.24M	Sell	48,374 -83,474	-63%	-$2.14M	0.29%	53
2026 Q1	$3.38M	Hold	131,848	–	–	0.81%	26
2025 Q4	$3.38M	Buy	131,848 +28,574	+28%	+$732K	0.85%	26
2025 Q3	$2.65M	Buy	+103,274	New	+$2.65M	0.68%	29
2025 Q2	–	Sell	-56,874	Closed	-$1.45M	–	356
2025 Q1	$1.45M	Buy	56,874 +5,800	+11%	+$148K	0.47%	35
2024 Q4	$1.3M	Sell	51,074 -2,900	-5%	-$74K	0.39%	39
2024 Q3	$1.38M	Hold	53,974	–	–	0.41%	44
2024 Q2	$1.37M	Buy	+53,974	New	+$1.36M	0.43%	42

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

PSI Advisors's IBMO Position: Q2 2026 in Review

PSI Advisors reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 63% in Q2 2026, selling an estimated $2.14M and leaving 48,374 shares worth $1.24M. The position accounts for 0.29% of the portfolio, ranked #53.

PSI Advisors first reported a position in IBMO in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.38M in Q4 2025. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

PSI Advisors held 48,374 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $1.24M as of Q2 2026.
PSI Advisors sold 83,474 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $2.14M.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.29% of PSI Advisors's portfolio in Q2 2026, its #53 holding.
PSI Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2024 and has held it in 8 quarters since.
PSI Advisors's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $3.38M 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 PSI Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.