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Riverchase Wealth Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Riverchase Wealth Management’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 		$467K Sell
18,214
-2,459
-12% -$63K 0.22% 60
2026
Q1 		$530K Hold
20,673
– – 0.28% 51
2025
Q4 		$530K Buy
20,673
+1,444
+8% +$37K 0.29% 48
2025
Q3 		$493K Hold
19,229
– – 0.28% 49
2025
Q2 		$493K Hold
19,229
– – 0.31% 47
2025
Q1 		$491K Hold
19,229
– – 0.34% 44
2024
Q4 		$490K Buy
+19,229
New +$491K 0.37% 43

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Riverchase Wealth Management's IBMO Position: Q2 2026 in Review

Riverchase Wealth Management reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 12% in Q2 2026, selling an estimated $63K and leaving 18,214 shares worth $467K. The position accounts for 0.22% of the portfolio, ranked #60.

Riverchase Wealth Management first reported a position in IBMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $530K in Q4 2025. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Riverchase Wealth Management held 18,214 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $467K as of Q2 2026.
  • Riverchase Wealth Management sold 2,459 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $63K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.22% of Riverchase Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Riverchase Wealth Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Riverchase Wealth Management's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $530K in Q4 2025.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Riverchase Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.