Scissortail Wealth Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Scissortail Wealth Management’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	$1.67M	Buy	64,989 +11,563	+22%	+$296K	0.32%	63
2026 Q1	$1.37M	Buy	53,426 +2,701	+5%	+$69.3K	0.28%	66
2025 Q4	$1.3M	Buy	50,725 +352	+0.7%	+$9.02K	0.3%	63
2025 Q3	$1.29M	Sell	50,373 -4,792	-9%	-$123K	0.28%	63
2025 Q2	$1.41M	Sell	55,165 -9,738	-15%	-$249K	0.34%	59
2025 Q1	$1.66M	Sell	64,903 -3,960	-6%	-$101K	0.43%	59
2024 Q4	$1.75M	Buy	68,863 +68,817	+149,602%	+$1.76M	0.45%	56
2024 Q3	$1.77M	Sell	46 -56,540	-100%	-$1.44M	0.43%	58
2024 Q2	$1.43M	Sell	56,586 -1,049	-2%	-$26.5K	0.37%	60
2024 Q1	$1.46M	Sell	57,635 -2,801	-5%	-$71.2K	0.39%	59
2023 Q4	$1.54M	Buy	+60,436	New	+$1.52M	0.49%	51

Other funds holding IBMO

RPC

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

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

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Scissortail Wealth Management's IBMO Position: Q2 2026 in Review

Scissortail Wealth Management increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 22% in Q2 2026, buying an estimated $296K and bringing the position to 64,989 shares worth $1.67M. The position accounts for 0.32% of the portfolio, ranked #63.

Scissortail Wealth Management first reported a position in IBMO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.77M in Q3 2024. 113 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

Scissortail Wealth Management held 64,989 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $1.67M as of Q2 2026.
Scissortail Wealth Management bought 11,563 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $296K.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.32% of Scissortail Wealth Management's portfolio in Q2 2026, its #63 holding.
Scissortail Wealth Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
Scissortail Wealth Management's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $1.77M in Q3 2024.
113 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Scissortail Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.