Steward Partners Investment Advisory’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Steward Partners Investment Advisory’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 Q1	–	Sell	-2,824	Closed	-$72.4K	–	4499
2025 Q4	$72.4K	Sell	2,824 -5,650	-67%	-$145K	﹤0.01%	2473
2025 Q3	$217K	Hold	8,474	–	–	﹤0.01%	1825
2025 Q2	$217K	Hold	8,474	–	–	﹤0.01%	1729
2025 Q1	$217K	Hold	8,474	–	–	﹤0.01%	1605
2024 Q4	$216K	Hold	8,474	–	–	﹤0.01%	1565
2024 Q3	$217K	Hold	8,474	–	–	﹤0.01%	1491
2024 Q2	$215K	Hold	8,474	–	–	﹤0.01%	1413
2024 Q1	$215K	Hold	8,474	–	–	﹤0.01%	1399
2023 Q4	$216K	Buy	+8,474	New	+$213K	﹤0.01%	1349

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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

KCM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Steward Partners Investment Advisory's IBMO Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q1 2026, closing a stake of 2,824 shares — an estimated $72.4K sold.

Steward Partners Investment Advisory first reported a position in IBMO in Q4 2023 and held it in 9 quarters. The position peaked at $217K in Q3 2025. 194 funds tracked by Wall St. Rank hold IBMO as of Q1 2026.

Steward Partners Investment Advisory reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
Steward Partners Investment Advisory sold 2,824 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q1 2026, an estimated $72.4K.
Steward Partners Investment Advisory first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2023 and held it in 9 quarters.
Steward Partners Investment Advisory's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $217K in Q3 2025.
194 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.