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

Savant 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 		$239K Hold
9,312
– – ﹤0.01% 1311
2025
Q4 		$239K Hold
9,312
– – ﹤0.01% 1191
2025
Q3 		$239K Hold
9,312
– – ﹤0.01% 1149
2025
Q2 		$239K Hold
9,312
– – ﹤0.01% 1071
2025
Q1 		$238K Sell
9,312
-156
-2% -$3.98K ﹤0.01% 937
2024
Q4 		$241K Hold
9,468
– – ﹤0.01% 1223
2024
Q3 		$243K Sell
9,468
-2,701
-22% -$68.9K ﹤0.01% 1187
2024
Q2 		$308K Sell
12,169
-4,009
-25% -$101K ﹤0.01% 968
2024
Q1 		$410K Buy
16,178
+433
+3% +$11K ﹤0.01% 796
2023
Q4 		$402K Hold
15,745
– – 0.01% 624
2023
Q3 		$391K Hold
15,745
– – 0.01% 583
2023
Q2 		$396K Hold
15,745
– – 0.01% 566
2023
Q1 		$402K Buy
+15,745
New +$399K 0.01% 516

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
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.13B AUM 23.53% 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 $25.5B 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 $501B AUM 22.01% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return