Richard P. Slaughter Associates’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Richard P. Slaughter Associates’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
2025 Q2	–	Sell	-15,158	Closed	-$387K	–	122
2025 Q1	$387K	Buy	15,158 +6,801	+81%	+$174K	0.09%	91
2024 Q4	$213K	Buy	+8,357	New	+$213K	0.05%	142
2024 Q3	–	Sell	-9,059	Closed	-$229K	–	153
2024 Q2	$229K	Buy	+9,059	New	+$229K	0.05%	135
2022 Q1	–	Sell	-7,822	Closed	-$210K	–	137
2021 Q4	$210K	Buy	+7,822	New	+$210K	0.07%	123

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

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Richard P. Slaughter Associates's IBMO Position: Q2 2025 in Review

Richard P. Slaughter Associates sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q2 2025, closing a stake of 15,158 shares — an estimated $387K sold.

Richard P. Slaughter Associates first reported a position in IBMO in Q4 2021 and held it in 4 quarters. The position peaked at $387K in Q1 2025. 173 funds tracked by Wall St. Rank hold IBMO as of Q2 2025.

Richard P. Slaughter Associates reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
Richard P. Slaughter Associates sold 15,158 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2025, an estimated $387K.
Richard P. Slaughter Associates first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2021 and held it in 4 quarters.
Richard P. Slaughter Associates's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $387K in Q1 2025.
173 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2025.

Based on Richard P. Slaughter Associates's 13F filing for Q2 2025, filed 8 Jul 2025.