Wells Fargo
IBMO icon

Wells Fargo’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Wells Fargo’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 		$11.8M Sell
461,392
-2,238
-0.5% -$57.4K ﹤0.01% 2059
2026
Q1 		$11.9M Sell
463,630
-10,464
-2% -$269K ﹤0.01% 1898
2025
Q4 		$12.2M Buy
474,094
+45,367
+11% +$1.16M ﹤0.01% 1880
2025
Q3 		$11M Sell
428,727
-74,346
-15% -$1.91M ﹤0.01% 1921
2025
Q2 		$12.9M Buy
503,073
+10,020
+2% +$256K ﹤0.01% 1730
2025
Q1 		$12.6M Buy
493,053
+6,179
+1% +$158K ﹤0.01% 1687
2024
Q4 		$12.4M Sell
486,874
-4,327
-0.9% -$110K ﹤0.01% 1700
2024
Q3 		$12.6M Sell
491,201
-611
-0.1% -$15.6K ﹤0.01% 1639
2024
Q2 		$12.5M Sell
491,812
-1,311
-0.3% -$33.1K ﹤0.01% 1563
2024
Q1 		$12.5M Sell
493,123
-167,633
-25% -$4.26M ﹤0.01% 1573
2023
Q4 		$16.9M Sell
660,756
-229,574
-26% -$5.76M ﹤0.01% 1303
2023
Q3 		$22.1M Buy
890,330
+36,683
+4% +$919K 0.01% 1025
2023
Q2 		$21.5M Sell
853,647
-11,217
-1% -$283K 0.01% 1081
2023
Q1 		$22.1M Buy
864,864
+109,760
+15% +$2.78M 0.01% 1069
2022
Q4 		$19M Buy
755,104
+306,378
+68% +$7.64M 0.01% 1140
2022
Q3 		$11.1M Buy
448,726
+63,850
+17% +$1.62M ﹤0.01% 1447
2022
Q2 		$9.75M Buy
384,876
+74,456
+24% +$1.87M ﹤0.01% 1591
2022
Q1 		$7.92M Buy
310,420
+15,133
+5% +$396K ﹤0.01% 2045
2021
Q4 		$7.94M Buy
295,287
+64,226
+28% +$1.72M ﹤0.01% 2070
2021
Q3 		$6.21M Buy
231,061
+44,884
+24% +$1.21M ﹤0.01% 2639
2021
Q2 		$5.02M Buy
186,177
+11,904
+7% +$321K ﹤0.01% 2871
2021
Q1 		$4.67M Buy
174,273
+25,787
+17% +$696K ﹤0.01% 2920
2020
Q4 		$4.02M Buy
148,486
+8,036
+6% +$217K ﹤0.01% 2944
2020
Q3 		$3.78M Buy
140,450
+60,018
+75% +$1.62M ﹤0.01% 2766
2020
Q2 		$2.15M Buy
80,432
+31,038
+63% +$815K ﹤0.01% 3214
2020
Q1 		$1.27M Sell
49,394
-39,878
-45% -$1.04M ﹤0.01% 3369
2019
Q4 		$2.32M Buy
89,272
+33,195
+59% +$860K ﹤0.01% 3232
2019
Q3 		$1.45M Buy
56,077
+54,198
+2,884% +$1.41M ﹤0.01% 3585
2019
Q2 		$48K Buy
+1,879
New +$47.6K ﹤0.01% 5562

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

Wells Fargo's IBMO Position: Q2 2026 in Review

Wells Fargo reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 0.48% in Q2 2026, selling an estimated $57.4K and leaving 461,392 shares worth $11.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2059.

Wells Fargo first reported a position in IBMO in Q2 2019 and has held it in 29 quarters since. The position peaked at $22.1M in Q3 2023. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Wells Fargo held 461,392 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $11.8M as of Q2 2026.
  • Wells Fargo sold 2,238 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $57.4K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #2059 holding.
  • Wells Fargo first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2019 and has held it in 29 quarters since.
  • Wells Fargo's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $22.1M in Q3 2023.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.