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Rossmore Private Capital’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Rossmore Private Capital’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 		$37M Sell
1,443,287
-1,640
-0.1% -$42.1K 3.25% 5
2025
Q4 		$37M Buy
1,444,927
+1,433,191
+12,212% +$36.7M 3.3% 6
2025
Q3 		$301K Hold
11,736
– – 0.03% 219
2025
Q2 		$301K Hold
11,736
– – 0.04% 215
2025
Q1 		$300K Buy
+11,736
New +$300K 0.04% 213

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
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 $32.7B 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 $530B AUM 22.01% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Rossmore Private Capital's IBMO Position: Q1 2026 in Review

Rossmore Private Capital reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 0.11% in Q1 2026, selling an estimated $42.1K and leaving 1,443,287 shares worth $37M. The position accounts for 3.25% of the portfolio, ranked #5.

Rossmore Private Capital first reported a position in IBMO in Q1 2025 and has held it in 5 quarters since. The position peaked at $37M in Q4 2025. 193 funds tracked by Wall St. Rank hold IBMO as of Q1 2026.

  • Rossmore Private Capital held 1,443,287 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $37M as of Q1 2026.
  • Rossmore Private Capital sold 1,640 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q1 2026, an estimated $42.1K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 3.25% of Rossmore Private Capital's portfolio in Q1 2026, its #5 holding.
  • Rossmore Private Capital first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Rossmore Private Capital's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $37M in Q4 2025.
  • 193 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q1 2026.

Based on Rossmore Private Capital's 13F filing for Q1 2026, filed 1 May 2026.