Smith, Moore & Co’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Smith, Moore & 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	$587K	Buy	22,903 +1,003	+5%	+$25.7K	0.04%	322
2026 Q1	$561K	Buy	21,900 +2,742	+14%	+$70.4K	0.04%	311
2025 Q4	$491K	Buy	19,158 +459	+2%	+$11.8K	0.04%	319
2025 Q3	$480K	Buy	18,699 +4,851	+35%	+$124K	0.04%	316
2025 Q2	$355K	Buy	13,848 +5,771	+71%	+$147K	0.03%	362
2025 Q1	$206K	Buy	8,077 +32	+0.4%	+$817	0.02%	455
2024 Q4	$205K	Buy	+8,045	New	+$205K	0.02%	461

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

Smith, Moore & Co's IBMO Position: Q2 2026 in Review

Smith, Moore & Co increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 4.6% in Q2 2026, buying an estimated $25.7K and bringing the position to 22,903 shares worth $587K. The position accounts for 0.04% of the portfolio, ranked #322.

Smith, Moore & Co first reported a position in IBMO in Q4 2024 and has held it in 7 quarters since. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

Smith, Moore & Co held 22,903 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $587K as of Q2 2026.
Smith, Moore & Co bought 1,003 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $25.7K.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.04% of Smith, Moore & Co's portfolio in Q2 2026, its #322 holding.
Smith, Moore & Co first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

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