Sonata Capital Group’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Sonata Capital 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 Q2	$2.45M	Hold	95,677	–	–	0.79%	34
2026 Q1	$2.45M	Hold	95,677	–	–	0.9%	30
2025 Q4	$2.45M	Hold	95,677	–	–	0.89%	29
2025 Q3	$2.46M	Buy	95,677 +390	+0.4%	+$10K	0.91%	28
2025 Q2	$2.44M	Hold	95,287	–	–	0.98%	27
2025 Q1	$2.44M	Hold	95,287	–	–	1.06%	25
2024 Q4	$2.43M	Buy	95,287 +18,897	+25%	+$482K	1%	26
2024 Q3	$1.96M	Buy	+76,390	New	+$1.95M	0.83%	31
2024 Q2	–	Sell	-69,530	Closed	-$1.76M	–	103
2024 Q1	$1.76M	Buy	+69,530	New	+$1.77M	0.8%	31

Other funds holding IBMO

RPC

Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sonata Capital Group's IBMO Position: Q2 2026 in Review

Sonata Capital Group held its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) position steady in Q2 2026 at 95,677 shares worth $2.45M. The position accounts for 0.79% of the portfolio, ranked #34.

Sonata Capital Group first reported a position in IBMO in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.46M in Q3 2025. 87 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

Sonata Capital Group held 95,677 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $2.45M as of Q2 2026.
Sonata Capital Group 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 0.79% of Sonata Capital Group's portfolio in Q2 2026, its #34 holding.
Sonata Capital Group first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2024 and has held it in 9 quarters since.
Sonata Capital Group's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $2.46M in Q3 2025.
87 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Sonata Capital Group's 13F filing for Q2 2026, filed 24 Jul 2026.