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

WealthBridge 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 		$456K Buy
17,793
+163
+0.9% +$4.18K 0.09% 152
2026
Q1 		$452K Buy
17,630
+1,182
+7% +$30.3K 0.1% 135
2025
Q4 		$422K Buy
16,448
+762
+5% +$19.5K 0.1% 140
2025
Q3 		$403K Buy
15,686
+253
+2% +$6.49K 0.09% 146
2025
Q2 		$395K Buy
15,433
+773
+5% +$19.7K 0.1% 141
2025
Q1 		$375K Buy
14,660
+302
+2% +$7.71K 0.11% 130
2024
Q4 		$366K Buy
14,358
+1,470
+11% +$37.5K 0.1% 130
2024
Q3 		$331K Buy
12,888
+3,810
+42% +$97.2K 0.09% 144
2024
Q2 		$230K Sell
9,078
-2,029
-18% -$51.2K 0.08% 166
2024
Q1 		$282K Sell
11,107
-120
-1% -$3.05K 0.09% 138
2023
Q4 		$286K Sell
11,227
-826
-7% -$20.7K 0.11% 125
2023
Q3 		$299K Sell
12,053
-437
-3% -$11K 0.12% 121
2023
Q2 		$315K Buy
12,490
+31
+0.2% +$783 0.13% 126
2023
Q1 		$318K Buy
12,459
+1,813
+17% +$46K 0.13% 134
2022
Q4 		$268K Buy
+10,646
New +$265K 0.11% 155

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

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

WealthBridge Capital Management increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 0.92% in Q2 2026, buying an estimated $4.18K and bringing the position to 17,793 shares worth $456K. The position accounts for 0.09% of the portfolio, ranked #152.

WealthBridge Capital Management first reported a position in IBMO in Q4 2022 and has held it in 15 quarters since. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • WealthBridge Capital Management held 17,793 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $456K as of Q2 2026.
  • WealthBridge Capital Management bought 163 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $4.18K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.09% of WealthBridge Capital Management's portfolio in Q2 2026, its #152 holding.
  • WealthBridge Capital Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.