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

Sentinel Pension 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 		$564K Buy
21,994
+291
+1% +$7.46K 0.07% 86
2026
Q1 		$556K Sell
21,703
-47,328
-69% -$1.21M 0.08% 85
2025
Q4 		$1.77M Buy
69,031
+400
+0.6% +$10.2K 0.27% 42
2025
Q3 		$1.76M Buy
68,631
+18
+0% +$462 0.28% 43
2025
Q2 		$1.76M Sell
68,613
-139
-0.2% -$3.55K 0.3% 42
2025
Q1 		$1.76M Buy
68,752
+924
+1% +$23.6K 0.32% 41
2024
Q4 		$1.73M Buy
67,828
+514
+0.8% +$13.1K 0.32% 42
2024
Q3 		$1.73M Buy
67,314
+573
+0.9% +$14.6K 0.33% 45
2024
Q2 		$1.69M Sell
66,741
-304
-0.5% -$7.67K 0.35% 43
2024
Q1 		$1.7M Buy
67,045
+1,316
+2% +$33.5K 0.36% 39
2023
Q4 		$1.68M Sell
65,729
-1,618
-2% -$40.6K 0.4% 38
2023
Q3 		$1.67M Buy
67,347
+3,822
+6% +$95.8K 0.41% 39
2023
Q2 		$1.6M Buy
63,525
+1,429
+2% +$36.1K 0.39% 39
2023
Q1 		$1.59M Buy
62,096
+1,182
+2% +$30K 0.4% 37
2022
Q4 		$1.54M Buy
60,914
+16,259
+36% +$405K 0.48% 35
2022
Q3 		$1.1M Buy
44,655
+5,376
+14% +$136K 0.38% 44
2022
Q2 		$995K Buy
39,279
+68
+0.2% +$1.71K 0.33% 46
2022
Q1 		$1M Sell
39,211
-5,699
-13% -$149K 0.34% 48
2021
Q4 		$1.21M Buy
44,910
+5,815
+15% +$156K 0.38% 43
2021
Q3 		$1.05M Buy
39,095
+21,368
+121% +$578K 0.36% 44
2021
Q2 		$478K Buy
17,727
+28
+0.2% +$755 0.17% 60
2021
Q1 		$475K Buy
17,699
+21
+0.1% +$567 0.17% 49
2020
Q4 		$479K Sell
17,678
-5,689
-24% -$153K 0.18% 52
2020
Q3 		$629K Buy
23,367
+5,782
+33% +$156K 0.24% 48
2020
Q2 		$469K Buy
+17,585
New +$462K 0.2% 50

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

Sentinel Pension Advisors's IBMO Position: Q2 2026 in Review

Sentinel Pension Advisors increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 1.3% in Q2 2026, buying an estimated $7.46K and bringing the position to 21,994 shares worth $564K. The position accounts for 0.07% of the portfolio, ranked #86.

Sentinel Pension Advisors first reported a position in IBMO in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.77M in Q4 2025. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Sentinel Pension Advisors held 21,994 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $564K as of Q2 2026.
  • Sentinel Pension Advisors bought 291 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $7.46K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.07% of Sentinel Pension Advisors's portfolio in Q2 2026, its #86 holding.
  • Sentinel Pension Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • Sentinel Pension Advisors's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $1.77M 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 Sentinel Pension Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.