TAM
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Titleist Asset Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Titleist Asset 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 		$1.28M Buy
+49,972
New +$1.28M 0.09% 166

Other funds holding IBMO

P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
BSAM
Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return
KCA
Kastel Capital Advisors Wellesley, Massachusetts $158M AUM
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

Titleist Asset Management's IBMO Position: Q2 2026 in Review

Titleist Asset Management opened a new position in iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q2 2026: 49,972 shares worth $1.28M. The stake represents 0.09% of the portfolio and ranks #166 among its holdings.

32 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Titleist Asset Management held 49,972 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $1.28M as of Q2 2026.
  • iShares iBonds Dec 2026 Term Muni Bond ETF was a new Titleist Asset Management position in Q2 2026.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.09% of Titleist Asset Management's portfolio in Q2 2026, its #166 holding.
  • 32 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Titleist Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.