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Woodmont Investment Counsel’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Woodmont Investment Counsel’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
Q4 		– Sell
-34,773
Closed -$892K – 265
2025
Q3 		$892K Sell
34,773
-30,563
-47% -$784K 0.06% 141
2025
Q2 		$1.67M Sell
65,336
-393
-0.6% -$10K 0.11% 121
2025
Q1 		$1.68M Hold
65,729
– – 0.12% 111
2024
Q4 		$1.67M Buy
65,729
+6,741
+11% +$172K 0.12% 111
2024
Q3 		$1.51M Buy
58,988
+5,091
+9% +$130K 0.11% 113
2024
Q2 		$1.36M Buy
53,897
+4,121
+8% +$104K 0.11% 114
2024
Q1 		$1.26M Buy
49,776
+276
+0.6% +$7.02K 0.11% 125
2023
Q4 		$1.26M Sell
49,500
-2,000
-4% -$50.2K 0.12% 115
2023
Q3 		$1.28M Buy
51,500
+5,500
+12% +$138K 0.14% 111
2023
Q2 		$1.16M Buy
46,000
+2,000
+5% +$50.5K 0.12% 120
2023
Q1 		$1.12M Hold
44,000
– – 0.12% 123
2022
Q4 		$1.11M Hold
44,000
– – 0.13% 120
2022
Q3 		$1.08M Buy
44,000
+4,000
+10% +$101K 0.14% 122
2022
Q2 		$1.01M Buy
40,000
+3,525
+10% +$88.8K 0.13% 124
2022
Q1 		$930K Buy
+36,475
New +$953K 0.11% 139

Other funds holding IBMO

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 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
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Woodmont Investment Counsel's IBMO Position: Q4 2025 in Review

Woodmont Investment Counsel sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q4 2025, closing a stake of 34,773 shares — an estimated $892K sold.

Woodmont Investment Counsel first reported a position in IBMO in Q1 2022 and held it in 15 quarters. The position peaked at $1.68M in Q1 2025. 181 funds tracked by Wall St. Rank hold IBMO as of Q4 2025.

  • Woodmont Investment Counsel reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Woodmont Investment Counsel sold 34,773 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q4 2025, an estimated $892K.
  • Woodmont Investment Counsel first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2022 and held it in 15 quarters.
  • Woodmont Investment Counsel's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $1.68M in Q1 2025.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q4 2025.

Based on Woodmont Investment Counsel's 13F filing for Q4 2025, filed 21 Jan 2026.