RAG
IBMO icon

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
Q1 		$1.52M Buy
59,328
+484
+0.8% +$12.4K 0.37% 43
2025
Q4 		$1.51M Sell
58,844
-852
-1% -$21.8K 0.37% 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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.13B AUM 23.53% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return