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Sovereign Financial Group’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Sovereign Financial 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 		$500K Hold
19,500
– – 0.08% 222
2026
Q1 		$500K Buy
+19,500
New +$500K 0.09% 204

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

Sovereign Financial Group's IBMO Position: Q2 2026 in Review

Sovereign Financial Group held its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) position steady in Q2 2026 at 19,500 shares worth $500K. The position accounts for 0.08% of the portfolio, ranked #222.

Sovereign Financial Group 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.

  • Sovereign Financial Group held 19,500 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $500K as of Q2 2026.
  • Sovereign Financial 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 0.08% of Sovereign Financial Group's portfolio in Q2 2026, its #222 holding.
  • Sovereign Financial Group 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 Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.