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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
Q2 		$239K Hold
9,312
– – ﹤0.01% 1644
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 $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Lido Advisors
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Savant Capital's IBMO Position: Q2 2026 in Review

Savant Capital held its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) position steady in Q2 2026 at 9,312 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #1644.

Savant Capital first reported a position in IBMO in Q1 2023 and has held it in 14 quarters since. The position peaked at $410K in Q1 2024. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Savant Capital held 9,312 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $239K as of Q2 2026.
  • Savant Capital left its iShares iBonds Dec 2026 Term Muni Bond ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1644 holding.
  • Savant Capital first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Savant Capital's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $410K in Q1 2024.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.