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Wealthspire Advisors (New York)’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Wealthspire Advisors (New York)’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 		$370K Buy
14,425
+4,294
+42% +$110K ﹤0.01% 913
2026
Q1 		$260K Buy
+10,131
New +$260K ﹤0.01% 772
2025
Q4 		– Sell
-7,703
Closed -$198K – 1887
2025
Q3 		$198K Buy
+7,703
New +$198K ﹤0.01% 794

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthspire Advisors (New York)'s IBMO Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 42% in Q2 2026, buying an estimated $110K and bringing the position to 14,425 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #913.

Wealthspire Advisors (New York) first reported a position in IBMO in Q3 2025 and has held it in 3 quarters since. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Wealthspire Advisors (New York) held 14,425 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $370K as of Q2 2026.
  • Wealthspire Advisors (New York) bought 4,294 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $110K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #913 holding.
  • Wealthspire Advisors (New York) first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.