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

TPG 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
2026 Q2	$233K	Hold	9,094	–	–	0.13%	103
2026 Q1	$233K	Hold	9,094	–	–	0.15%	100
2025 Q4	$233K	Hold	9,094	–	–	0.15%	94
2025 Q3	$233K	Hold	9,094	–	–	0.15%	92
2025 Q2	$233K	Hold	9,094	–	–	0.17%	90
2025 Q1	$232K	Sell	9,094 -3,006	-25%	-$76.7K	0.18%	79
2024 Q4	$308K	Sell	12,100 -8,085	-40%	-$206K	0.24%	61
2024 Q3	$518K	Hold	20,185	–	–	0.4%	44
2024 Q2	$511K	Buy	+20,185	New	+$510K	0.44%	45

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TPG Advisors's IBMO Position: Q2 2026 in Review

TPG Advisors held its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) position steady in Q2 2026 at 9,094 shares worth $233K. The position accounts for 0.13% of the portfolio, ranked #103.

TPG Advisors first reported a position in IBMO in Q2 2024 and has held it in 9 quarters since. The position peaked at $518K in Q3 2024. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

TPG Advisors held 9,094 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $233K as of Q2 2026.
TPG Advisors left its iShares iBonds Dec 2026 Term Muni Bond ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.13% of TPG Advisors's portfolio in Q2 2026, its #103 holding.
TPG Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2024 and has held it in 9 quarters since.
TPG Advisors's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $518K in Q3 2024.
181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on TPG Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.