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WJ Wealth Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

WJ Wealth 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
2025
Q3 		– Sell
-12,179
Closed -$312K – 88
2025
Q2 		$312K Sell
12,179
-31,144
-72% -$795K 0.1% 81
2025
Q1 		$1.11M Sell
43,323
-21,200
-33% -$541K 0.39% 39
2024
Q4 		$1.64M Hold
64,523
– – 0.57% 30
2024
Q3 		$1.66M Sell
64,523
-1,569
-2% -$40K 0.58% 28
2024
Q2 		$1.67M Sell
66,092
-4,000
-6% -$101K 0.61% 30
2024
Q1 		$1.78M Buy
70,092
+2,055
+3% +$52.3K 0.71% 32
2023
Q4 		$1.74M Buy
68,037
+21,000
+45% +$527K 0.75% 32
2023
Q3 		$1.17M Sell
47,037
-1,710
-4% -$42.9K 0.57% 32
2023
Q2 		$1.23M Buy
48,747
+14,264
+41% +$360K 0.58% 31
2023
Q1 		$880K Sell
34,483
-26,829
-44% -$681K 0.6% 32
2022
Q4 		$1.55M Buy
61,312
+2,825
+5% +$70.4K 0.9% 21
2022
Q3 		$1.44M Buy
58,487
+22,682
+63% +$575K 0.9% 23
2022
Q2 		$906K Buy
+35,805
New +$902K 0.64% 22

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WJ Wealth Management's IBMO Position: Q3 2025 in Review

WJ Wealth Management sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q3 2025, closing a stake of 12,179 shares — an estimated $312K sold.

WJ Wealth Management first reported a position in IBMO in Q2 2022 and held it in 13 quarters. The position peaked at $1.78M in Q1 2024. 178 funds tracked by Wall St. Rank hold IBMO as of Q3 2025.

  • WJ Wealth Management reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • WJ Wealth Management sold 12,179 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q3 2025, an estimated $312K.
  • WJ Wealth Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2022 and held it in 13 quarters.
  • WJ Wealth Management's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $1.78M in Q1 2024.
  • 178 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q3 2025.

Based on WJ Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.