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 Q3	$467K	Hold	18,214	–	–	0.23%	60
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

Rossmore Private Capital Glastonbury, Connecticut $1.31B AUM 25.17% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

O'Domhnaill Enterprises Cody, Wyoming $130M AUM 24.83% 1-Year Est. Return

Sonata Capital Group Seattle, Washington $314M AUM 13.54% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return

RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return

Riverchase Wealth Management's IBMO Position: Q3 2026 in Review

Riverchase Wealth Management held its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) position steady in Q3 2026 at 18,214 shares worth $467K. The position accounts for 0.23% of the portfolio, ranked #60.

Riverchase Wealth Management first reported a position in IBMO in Q4 2024 and has held it in 8 quarters since. The position peaked at $530K in Q4 2025. 78 funds tracked by Wall St. Rank hold IBMO as of Q3 2026.

Riverchase Wealth Management held 18,214 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $467K as of Q3 2026.
Riverchase Wealth Management left its iShares iBonds Dec 2026 Term Muni Bond ETF share count unchanged in Q3 2026.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.23% of Riverchase Wealth Management's portfolio in Q3 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 8 quarters since.
Riverchase Wealth Management's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $530K in Q4 2025.
78 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q3 2026.

Based on Riverchase Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.