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 Q2	$37M	Sell	1,443,221 -66	-0%	-$1.69K	2.99%	5
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 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

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

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

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Rossmore Private Capital's IBMO Position: Q2 2026 in Review

Rossmore Private Capital reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 0% in Q2 2026, selling an estimated $1.69K and leaving 1,443,221 shares worth $37M. The position accounts for 2.99% of the portfolio, ranked #5.

Rossmore Private Capital first reported a position in IBMO in Q1 2025 and has held it in 6 quarters since. The position peaked at $37M in Q4 2025. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

Rossmore Private Capital held 1,443,221 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $37M as of Q2 2026.
Rossmore Private Capital sold 66 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $1.69K.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 2.99% of Rossmore Private Capital's portfolio in Q2 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 6 quarters since.
Rossmore Private Capital's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $37M 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 Rossmore Private Capital's 13F filing for Q2 2026, filed 31 Jul 2026.