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

Strid 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
Q1 		$899K Hold
35,064
– – 0.11% 39
2025
Q4 		$899K Hold
35,064
– – 0.11% 39
2025
Q3 		$900K Buy
35,064
+21,660
+162% +$556K 0.11% 40
2025
Q2 		$343K Sell
13,404
-17,772
-57% -$454K 0.05% 54
2025
Q1 		$797K Hold
31,176
– – 0.12% 33
2024
Q4 		$794K Hold
31,176
– – 0.12% 31
2024
Q3 		$800K Buy
+31,176
New +$795K 0.12% 32

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
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.14B AUM 23.53% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Strid Group's IBMO Position: Q1 2026 in Review

Strid Group held its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) position steady in Q1 2026 at 35,064 shares worth $899K. The position accounts for 0.11% of the portfolio, ranked #39.

Strid Group first reported a position in IBMO in Q3 2024 and has held it in 7 quarters since. The position peaked at $900K in Q3 2025. 193 funds tracked by Wall St. Rank hold IBMO as of Q1 2026.

  • Strid Group held 35,064 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $899K as of Q1 2026.
  • Strid Group left its iShares iBonds Dec 2026 Term Muni Bond ETF share count unchanged in Q1 2026.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.11% of Strid Group's portfolio in Q1 2026, its #39 holding.
  • Strid Group first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • Strid Group's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $900K in Q3 2025.
  • 193 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q1 2026.

Based on Strid Group's 13F filing for Q1 2026, filed 29 Apr 2026.