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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
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

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Lido Advisors
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RIA Advisory Group's IBMO Position: Q2 2026 in Review

RIA Advisory Group increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 27% in Q2 2026, buying an estimated $407K and bringing the position to 75,215 shares worth $1.93M. The position accounts for 0.42% of the portfolio, ranked #35.

RIA Advisory Group first reported a position in IBMO in Q4 2022 and has held it in 14 quarters since. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • RIA Advisory Group held 75,215 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $1.93M as of Q2 2026.
  • RIA Advisory Group bought 15,887 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $407K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.42% of RIA Advisory Group's portfolio in Q2 2026, its #35 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 14 quarters since.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.