Sanctuary Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Sanctuary Advisors’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	$2.7M	Buy	105,460 +499	+0.5%	+$12.8K	0.01%	884
2026 Q1	$2.69M	Sell	104,961 -30,759	-23%	-$789K	0.01%	794
2025 Q4	$3.48M	Buy	135,720 +38,838	+40%	+$995K	0.02%	664
2025 Q3	$2.49M	Buy	96,882 +201	+0.2%	+$5.16K	0.01%	785
2025 Q2	$2.48M	Sell	96,681 -7,825	-7%	-$200K	0.02%	758
2025 Q1	$2.67M	Sell	104,506 -1,536	-1%	-$39.2K	0.02%	679
2024 Q4	$2.71M	Buy	106,042 +4,091	+4%	+$104K	0.02%	740
2024 Q3	$2.6M	Buy	101,951 +11,650	+13%	+$297K	0.02%	744
2024 Q2	$2.28M	Buy	+90,301	New	+$2.28M	0.02%	746

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

RPC

Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 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

Sanctuary Advisors's IBMO Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 0.48% in Q2 2026, buying an estimated $12.8K and bringing the position to 105,460 shares worth $2.7M. The position accounts for 0.01% of the portfolio, ranked #884.

Sanctuary Advisors first reported a position in IBMO in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.48M in Q4 2025. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

Sanctuary Advisors held 105,460 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $2.7M as of Q2 2026.
Sanctuary Advisors bought 499 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $12.8K.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #884 holding.
Sanctuary Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $3.48M 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 Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.