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

Silverlake Wealth Management’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 		$634K Buy
24,722
+3,858
+18% +$98.9K 0.12% 201
2026
Q1 		$535K Buy
+20,864
New +$535K 0.11% 203

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

Silverlake Wealth Management's IBMO Position: Q2 2026 in Review

Silverlake Wealth Management increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 18% in Q2 2026, buying an estimated $98.9K and bringing the position to 24,722 shares worth $634K. The position accounts for 0.12% of the portfolio, ranked #201.

Silverlake Wealth Management first reported a position in IBMO in Q1 2026 and has held it in 2 quarters since. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Silverlake Wealth Management held 24,722 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $634K as of Q2 2026.
  • Silverlake Wealth Management bought 3,858 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $98.9K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.12% of Silverlake Wealth Management's portfolio in Q2 2026, its #201 holding.
  • Silverlake Wealth Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.