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SummitPoint Capital Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

SummitPoint Capital Management’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 		$1.19M Buy
46,448
+458
+1% +$11.7K 1.28% 18
2026
Q1 		$1.18M Buy
+45,990
New +$1.18M 1.5% 19

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

SummitPoint Capital Management's IBMO Position: Q2 2026 in Review

SummitPoint Capital Management increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 1% in Q2 2026, buying an estimated $11.7K and bringing the position to 46,448 shares worth $1.19M. The position accounts for 1.28% of the portfolio, ranked #18.

SummitPoint Capital Management 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.

  • SummitPoint Capital Management held 46,448 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $1.19M as of Q2 2026.
  • SummitPoint Capital Management bought 458 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $11.7K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 1.28% of SummitPoint Capital Management's portfolio in Q2 2026, its #18 holding.
  • SummitPoint Capital Management 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 SummitPoint Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.