SignatureFD’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

SignatureFD’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	$230K	Hold	8,988	–	–	﹤0.01%	1017
2026 Q1	$230K	Hold	8,988	–	–	﹤0.01%	928
2025 Q4	$230K	Hold	8,988	–	–	﹤0.01%	890
2025 Q3	$231K	Hold	8,988	–	–	﹤0.01%	882
2025 Q2	$230K	Hold	8,988	–	–	﹤0.01%	847
2025 Q1	$230K	Hold	8,988	–	–	﹤0.01%	818
2024 Q4	$229K	Hold	8,988	–	–	﹤0.01%	810
2024 Q3	$231K	Hold	8,988	–	–	﹤0.01%	800
2024 Q2	$228K	Buy	+8,988	New	+$227K	﹤0.01%	760

Other funds holding IBMO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SignatureFD's IBMO Position: Q2 2026 in Review

SignatureFD held its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) position steady in Q2 2026 at 8,988 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #1017.

SignatureFD first reported a position in IBMO in Q2 2024 and has held it in 9 quarters since. The position peaked at $231K in Q3 2025. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

SignatureFD held 8,988 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $230K as of Q2 2026.
SignatureFD left its iShares iBonds Dec 2026 Term Muni Bond ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2026 Term Muni Bond ETF made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #1017 holding.
SignatureFD first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2024 and has held it in 9 quarters since.
SignatureFD's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $231K in Q3 2025.
181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.