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

Signature Wealth Management Group’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
Q1 		$1.33M Sell
51,811
-5,786
-10% -$148K 0.5% 53
2025
Q4 		$1.48M Sell
57,597
-1,765
-3% -$45.2K 0.6% 58
2025
Q3 		$1.52M Sell
59,362
-115
-0.2% -$2.95K 0.59% 58
2025
Q2 		$1.52M Buy
59,477
+784
+1% +$20K 0.6% 62
2025
Q1 		$1.5M Sell
58,693
-459
-0.8% -$11.7K 0.58% 64
2024
Q4 		$1.51M Buy
59,152
+544
+0.9% +$13.9K 0.61% 65
2024
Q3 		$1.5M Sell
58,608
-2,099
-3% -$53.6K 0.6% 60
2024
Q2 		$1.54M Sell
60,707
-139
-0.2% -$3.51K 0.67% 58
2024
Q1 		$1.53M Buy
60,846
+5,319
+10% +$135K 0.7% 51
2023
Q4 		$1.42M Buy
+55,527
New +$1.39M 0.65% 53
2023
Q2 		$1.42M Buy
56,508
+1,921
+4% +$48.5K 0.66% 48
2023
Q1 		$1.39M Buy
54,587
+1,264
+2% +$32.1K 0.66% 49
2022
Q4 		$1.34M Buy
53,323
+12,342
+30% +$308K 0.66% 53
2022
Q3 		$1.01M Buy
40,981
+19,814
+94% +$503K 0.51% 64
2022
Q2 		$536K Buy
+21,167
New +$533K 0.26% 69

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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Signature Wealth Management Group's IBMO Position: Q1 2026 in Review

Signature Wealth Management Group reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 10% in Q1 2026, selling an estimated $148K and leaving 51,811 shares worth $1.33M. The position accounts for 0.5% of the portfolio, ranked #53.

Signature Wealth Management Group first reported a position in IBMO in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.54M in Q2 2024. 193 funds tracked by Wall St. Rank hold IBMO as of Q1 2026.

  • Signature Wealth Management Group held 51,811 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $1.33M as of Q1 2026.
  • Signature Wealth Management Group sold 5,786 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q1 2026, an estimated $148K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.5% of Signature Wealth Management Group's portfolio in Q1 2026, its #53 holding.
  • Signature Wealth Management Group first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2022 and has held it in 15 quarters since.
  • Signature Wealth Management Group's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $1.54M in Q2 2024.
  • 193 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.