RIA Advisory Group
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RIA Advisory Group’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

RIA Advisory 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
Q3 		$1.63M Sell
63,479
-11,736
-16% -$301K 0.46% 34
2026
Q2 		$1.93M Buy
75,215
+15,887
+27% +$407K 0.42% 35
2026
Q1 		$1.52M Buy
59,328
+484
+0.8% +$12.4K 0.36% 43
2025
Q4 		$1.51M Sell
58,844
-852
-1% -$21.8K 0.36% 43
2025
Q3 		$1.53M Buy
59,696
+4,373
+8% +$112K 0.39% 45
2025
Q2 		$1.42M Buy
55,323
+2,517
+5% +$64.2K 0.42% 41
2025
Q1 		$1.35M Buy
52,806
+5,370
+11% +$137K 0.44% 41
2024
Q4 		$1.21M Sell
47,436
-552
-1% -$14.1K 0.41% 41
2024
Q3 		$1.23M Buy
+47,988
New +$1.22M 0.43% 37
2024
Q1 		$1.14M Buy
44,995
+282
+0.6% +$7.17K 0.46% 35
2023
Q4 		$1.19M Buy
44,713
+2,771
+7% +$69.5K 0.5% 26
2023
Q3 		$1.04M Sell
41,942
-1,772
-4% -$44.4K 0.47% 29
2023
Q2 		$1.1M Buy
43,714
+2,138
+5% +$54K 0.47% 31
2023
Q1 		$1.06M Buy
41,576
+4,277
+11% +$108K 0.49% 35
2022
Q4 		$904K Buy
+37,299
New +$930K 0.52% 27

Other funds holding IBMO

Rossmore Private Capital
Rossmore Private Capital Glastonbury, Connecticut $1.31B AUM 25.17% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Hills Bank & Trust
Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return
Leavell Investment Management
Leavell Investment Management Mobile, Alabama $2.86B AUM 18.95% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

RIA Advisory Group's IBMO Position: Q3 2026 in Review

RIA Advisory Group reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 16% in Q3 2026, selling an estimated $301K and leaving 63,479 shares worth $1.63M. The position accounts for 0.46% of the portfolio, ranked #34.

RIA Advisory Group first reported a position in IBMO in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.93M in Q2 2026. 123 funds tracked by Wall St. Rank hold IBMO as of Q3 2026.

  • RIA Advisory Group held 63,479 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $1.63M as of Q3 2026.
  • RIA Advisory Group sold 11,736 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q3 2026, an estimated $301K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.46% of RIA Advisory Group's portfolio in Q3 2026, its #34 holding.
  • RIA Advisory Group first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • RIA Advisory Group's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $1.93M in Q2 2026.
  • 123 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q3 2026.

Based on RIA Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.