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Red Tortoise LLC’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Red Tortoise LLC’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 		$449K Buy
17,511
+69
+0.4% +$1.77K 0.19% 73
2025
Q4 		$447K Buy
+17,442
New +$447K 0.19% 74

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Red Tortoise LLC's IBMO Position: Q1 2026 in Review

Red Tortoise LLC increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 0.4% in Q1 2026, buying an estimated $1.77K and bringing the position to 17,511 shares worth $449K. The position accounts for 0.19% of the portfolio, ranked #73.

Red Tortoise LLC first reported a position in IBMO in Q4 2025 and has held it in 2 quarters since. 193 funds tracked by Wall St. Rank hold IBMO as of Q1 2026.

  • Red Tortoise LLC held 17,511 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $449K as of Q1 2026.
  • Red Tortoise LLC bought 69 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q1 2026, an estimated $1.77K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.19% of Red Tortoise LLC's portfolio in Q1 2026, its #73 holding.
  • Red Tortoise LLC first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 193 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.