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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
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 0.1% 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 $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.13B AUM 23.53% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return