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Stephens Consulting’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Stephens Consulting’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
2025
Q4 		$8.03K Hold
313
– – ﹤0.01% 258
2025
Q3 		$8.03K Hold
313
– – ﹤0.01% 242
2025
Q2 		$8.02K Hold
313
– – ﹤0.01% 348
2025
Q1 		$8K Hold
313
– – ﹤0.01% 346
2024
Q4 		$7.97K Hold
313
– – ﹤0.01% 372
2024
Q3 		$8.03K Hold
313
– – ﹤0.01% 355
2024
Q2 		$7.93K Hold
313
– – ﹤0.01% 364
2024
Q1 		$7.93K Hold
313
– – ﹤0.01% 329
2023
Q4 		$7.99K Hold
313
– – ﹤0.01% 334
2023
Q3 		$7.77K Hold
313
– – ﹤0.01% 336
2023
Q2 		$7.88K Hold
313
– – ﹤0.01% 338
2023
Q1 		$7.99K Hold
313
– – ﹤0.01% 348
2022
Q4 		$7.89K Hold
313
– – 0.01% 326
2022
Q3 		$7.71K Hold
313
– – 0.01% 365
2022
Q2 		$7.93K Hold
313
– – 0.01% 360
2022
Q1 		$7.98K Buy
+313
New +$8.18K 0.01% 380

Other funds holding IBMO

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.14B AUM 23.53% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stephens Consulting's IBMO Position: Q4 2025 in Review

Stephens Consulting held its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) position steady in Q4 2025 at 313 shares worth $8.03K. The position accounts for ﹤0.01% of the portfolio, ranked #258.

Stephens Consulting first reported a position in IBMO in Q1 2022 and has held it in 16 quarters since. The position peaked at $8.03K in Q3 2025. 181 funds tracked by Wall St. Rank hold IBMO as of Q4 2025.

  • Stephens Consulting held 313 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $8.03K as of Q4 2025.
  • Stephens Consulting left its iShares iBonds Dec 2026 Term Muni Bond ETF share count unchanged in Q4 2025.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #258 holding.
  • Stephens Consulting first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2022 and has held it in 16 quarters since.
  • Stephens Consulting's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $8.03K in Q3 2025.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.