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

Stonebridge 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
2025
Q2 		– Sell
-8,093
Closed -$207K – 221
2025
Q1 		$207K Sell
8,093
-600
-7% -$15.3K 0.02% 203
2024
Q4 		$221K Sell
8,693
-650
-7% -$16.6K 0.02% 201
2024
Q3 		$240K Sell
9,343
-3,350
-26% -$85.5K 0.02% 202
2024
Q2 		$321K Sell
12,693
-17,515
-58% -$442K 0.03% 161
2024
Q1 		$766K Sell
30,208
-5,273
-15% -$134K 0.07% 126
2023
Q4 		$905K Sell
35,481
-4,087
-10% -$103K 0.09% 118
2023
Q3 		$982K Sell
39,568
-1,298
-3% -$32.5K 0.11% 116
2023
Q2 		$1.03M Buy
40,866
+752
+2% +$19K 0.11% 115
2023
Q1 		$1.02M Buy
40,114
+8,882
+28% +$225K 0.12% 117
2022
Q4 		$787K Buy
31,232
+18,266
+141% +$455K 0.09% 119
2022
Q3 		$319K Buy
12,966
+2,954
+30% +$74.9K 0.04% 151
2022
Q2 		$254K Buy
10,012
+2,096
+26% +$52.8K 0.03% 172
2022
Q1 		$202K Buy
7,916
+1,801
+29% +$47.1K 0.02% 211
2021
Q4 		$164K Buy
6,115
+902
+17% +$24.2K 0.02% 219
2021
Q3 		$140K Sell
5,213
-1,010
-16% -$27.3K 0.02% 223
2021
Q2 		$167K Buy
6,223
+3,112
+100% +$83.9K 0.01% 282
2021
Q1 		$83K Buy
+3,111
New +$84K 0.01% 283
2020
Q3 		– Sell
-385
Closed -$10K – 408
2020
Q2 		$10K Hold
385
– – ﹤0.01% 489
2020
Q1 		$10K Hold
385
– – ﹤0.01% 480
2019
Q4 		$10K Buy
+385
New +$9.97K ﹤0.01% 554

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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

Stonebridge Capital Advisors's IBMO Position: Q2 2025 in Review

Stonebridge Capital Advisors sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q2 2025, closing a stake of 8,093 shares — an estimated $207K sold.

Stonebridge Capital Advisors first reported a position in IBMO in Q4 2019 and held it in 20 quarters. The position peaked at $1.03M in Q2 2023. 173 funds tracked by Wall St. Rank hold IBMO as of Q2 2025.

  • Stonebridge Capital Advisors reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 8,093 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2025, an estimated $207K.
  • Stonebridge Capital Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2019 and held it in 20 quarters.
  • Stonebridge Capital Advisors's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $1.03M in Q2 2023.
  • 173 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2025.

Based on Stonebridge Capital Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.