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

United Capital Financial 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 		$4.67M Buy
182,111
+14,820
+9% +$380K 0.03% 394
2026
Q1 		$4.29M Buy
167,291
+35,817
+27% +$919K 0.03% 384
2025
Q4 		$3.37M Buy
131,474
+11,244
+9% +$288K 0.02% 423
2025
Q3 		$3.09M Buy
120,230
+12,033
+11% +$309K 0.02% 374
2025
Q2 		$2.77M Buy
108,197
+83
+0.1% +$2.12K 0.02% 383
2025
Q1 		$2.76M Buy
108,114
+16,704
+18% +$426K 0.02% 364
2024
Q4 		$2.33M Buy
91,410
+6,349
+7% +$162K 0.02% 389
2024
Q3 		$2.18M Sell
85,061
-2,545
-3% -$64.9K 0.02% 398
2024
Q2 		$2.22M Sell
87,606
-6,058
-6% -$153K 0.02% 378
2024
Q1 		$2.37M Sell
93,664
-16,180
-15% -$411K 0.02% 395
2023
Q4 		$2.8M Sell
109,844
-12,579
-10% -$316K 0.02% 364
2023
Q3 		$3.04M Buy
122,423
+2,272
+2% +$56.9K 0.02% 368
2023
Q2 		$3.03M Sell
120,151
-4,504
-4% -$114K 0.02% 386
2023
Q1 		$3.18M Sell
124,655
-20,635
-14% -$523K 0.02% 383
2022
Q4 		$3.66M Sell
145,290
-2,324
-2% -$57.9K 0.02% 374
2022
Q3 		$3.64M Buy
147,614
+6,153
+4% +$156K 0.02% 375
2022
Q2 		$3.58M Sell
141,461
-6,460
-4% -$163K 0.02% 394
2022
Q1 		$3.77M Sell
147,921
-2,001
-1% -$52.3K 0.02% 409
2021
Q4 		$4.03M Buy
+149,922
New +$4.03M 0.02% 408

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

United Capital Financial Advisors's IBMO Position: Q2 2026 in Review

United Capital Financial Advisors increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 8.9% in Q2 2026, buying an estimated $380K and bringing the position to 182,111 shares worth $4.67M. The position accounts for 0.03% of the portfolio, ranked #394.

United Capital Financial Advisors first reported a position in IBMO in Q4 2021 and has held it in 19 quarters since. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • United Capital Financial Advisors held 182,111 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $4.67M as of Q2 2026.
  • United Capital Financial Advisors bought 14,820 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $380K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.03% of United Capital Financial Advisors's portfolio in Q2 2026, its #394 holding.
  • United Capital Financial Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.