Snowden Capital Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Snowden Capital Advisors’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	$813K	Hold	31,700	–	–	0.02%	655
2026 Q1	$812K	Hold	31,700	–	–	0.02%	592
2025 Q4	$813K	Hold	31,700	–	–	0.02%	611
2025 Q3	$813K	Hold	31,700	–	–	0.02%	586
2025 Q2	$812K	Hold	31,700	–	–	0.02%	585
2025 Q1	$810K	Hold	31,700	–	–	0.03%	579
2024 Q4	$807K	Hold	31,700	–	–	0.03%	583
2024 Q3	$813K	Hold	31,700	–	–	0.02%	583
2024 Q2	$803K	Hold	31,700	–	–	0.02%	575
2024 Q1	$804K	Buy	+31,700	New	+$806K	0.03%	567

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

Snowden Capital Advisors's IBMO Position: Q2 2026 in Review

Snowden Capital Advisors held its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) position steady in Q2 2026 at 31,700 shares worth $813K. The position accounts for 0.02% of the portfolio, ranked #655.

Snowden Capital Advisors first reported a position in IBMO in Q1 2024 and has held it in 10 quarters since. The position peaked at $813K in Q3 2025. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

Snowden Capital Advisors held 31,700 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $813K as of Q2 2026.
Snowden Capital Advisors 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 0.02% of Snowden Capital Advisors's portfolio in Q2 2026, its #655 holding.
Snowden Capital Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
Snowden Capital Advisors's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $813K 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 Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.