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Sigma Investment Counselors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Sigma Investment Counselors’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
2025
Q4 		– Sell
-10,000
Closed -$257K – 207
2025
Q3 		$257K Hold
10,000
– – 0.01% 182
2025
Q2 		$256K Hold
10,000
– – 0.01% 180
2025
Q1 		$256K Sell
10,000
-2,400
-19% -$61.3K 0.02% 170
2024
Q4 		$316K Sell
12,400
-471
-4% -$12K 0.02% 158
2024
Q3 		$330K Buy
12,871
+255
+2% +$6.51K 0.02% 154
2024
Q2 		$319K Hold
12,616
– – 0.02% 152
2024
Q1 		$320K Sell
12,616
-264
-2% -$6.71K 0.02% 156
2023
Q4 		$329K Hold
12,880
– – 0.02% 159
2023
Q3 		$320K Hold
12,880
– – 0.02% 157
2023
Q2 		$324K Hold
12,880
– – 0.02% 150
2023
Q1 		$329K Buy
12,880
+230
+2% +$5.83K 0.03% 154
2022
Q4 		$319K Hold
12,650
– – 0.03% 148
2022
Q3 		$312K Hold
12,650
– – 0.03% 144
2022
Q2 		$321K Sell
12,650
-2,850
-18% -$71.8K 0.03% 145
2022
Q1 		$395K Hold
15,500
– – 0.03% 142
2021
Q4 		$417K Buy
15,500
+475
+3% +$12.8K 0.03% 137
2021
Q3 		$404K Hold
15,025
– – 0.03% 134
2021
Q2 		$405K Hold
15,025
– – 0.03% 133
2021
Q1 		$403K Hold
15,025
– – 0.03% 133
2020
Q4 		$407K Buy
+15,025
New +$405K 0.04% 129

Other funds holding IBMO

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 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
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sigma Investment Counselors's IBMO Position: Q4 2025 in Review

Sigma Investment Counselors sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q4 2025, closing a stake of 10,000 shares — an estimated $257K sold.

Sigma Investment Counselors first reported a position in IBMO in Q4 2020 and held it in 20 quarters. The position peaked at $417K in Q4 2021. 182 funds tracked by Wall St. Rank hold IBMO as of Q4 2025.

  • Sigma Investment Counselors reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Sigma Investment Counselors sold 10,000 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q4 2025, an estimated $257K.
  • Sigma Investment Counselors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2020 and held it in 20 quarters.
  • Sigma Investment Counselors's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $417K in Q4 2021.
  • 182 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q4 2025.

Based on Sigma Investment Counselors's 13F filing for Q4 2025, filed 3 Feb 2026.