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Shufro Rose & Co’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Shufro Rose & Co’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 		– Sell
-13,601
Closed -$349K – 326
2026
Q1 		$349K Buy
13,601
+3,037
+29% +$77.9K 0.02% 219
2025
Q4 		$271K Buy
10,564
+600
+6% +$15.4K 0.02% 244
2025
Q3 		$255K Hold
9,964
– – 0.02% 257
2025
Q2 		$255K Hold
9,964
– – 0.02% 254
2025
Q1 		$255K Hold
9,964
– – 0.02% 258
2024
Q4 		$254K Buy
+9,964
New +$254K 0.02% 247

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

Shufro Rose & Co's IBMO Position: Q2 2026 in Review

Shufro Rose & Co sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q2 2026, closing a stake of 13,601 shares — an estimated $349K sold.

Shufro Rose & Co first reported a position in IBMO in Q4 2024 and held it in 6 quarters. The position peaked at $349K in Q1 2026. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Shufro Rose & Co reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Shufro Rose & Co sold 13,601 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $349K.
  • Shufro Rose & Co first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2024 and held it in 6 quarters.
  • Shufro Rose & Co's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $349K in Q1 2026.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.