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WrapManager Inc’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

WrapManager Inc’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
-13,881
Closed -$356K – 185
2025
Q2 		$356K Sell
13,881
-634
-4% -$16.2K 0.09% 139
2025
Q1 		$371K Sell
14,515
-460
-3% -$11.7K 0.1% 132
2024
Q4 		$381K Sell
14,975
-28
-0.2% -$715 0.1% 132
2024
Q3 		$385K Sell
15,003
-503
-3% -$12.8K 0.1% 136
2024
Q2 		$393K Buy
15,506
+88
+0.6% +$2.22K 0.11% 142
2024
Q1 		$391K Buy
15,418
+550
+4% +$14K 0.11% 157
2023
Q4 		$379K Buy
14,868
+1,750
+13% +$43.9K 0.11% 169
2023
Q3 		$325K Sell
13,118
-413
-3% -$10.4K 0.1% 180
2023
Q2 		$341K Sell
13,531
-1,381
-9% -$34.9K 0.1% 191
2023
Q1 		$381K Sell
14,912
-361
-2% -$9.16K 0.12% 184
2022
Q4 		$385K Buy
15,273
+2,913
+24% +$72.6K 0.12% 169
2022
Q3 		$304K Sell
12,360
-143
-1% -$3.63K 0.1% 199
2022
Q2 		$317K Sell
12,503
-60
-0.5% -$1.51K 0.1% 209
2022
Q1 		$320K Hold
12,563
– – 0.09% 226
2021
Q4 		$338K Sell
12,563
-294
-2% -$7.89K 0.08% 228
2021
Q3 		$346K Sell
12,857
-87
-0.7% -$2.35K 0.09% 208
2021
Q2 		$349K Hold
12,944
– – 0.09% 213
2021
Q1 		$347K Sell
12,944
-265
-2% -$7.15K 0.1% 194
2020
Q4 		$358K Buy
+13,209
New +$356K 0.1% 180

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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

WrapManager Inc's IBMO Position: Q3 2025 in Review

WrapManager Inc sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q3 2025, closing a stake of 13,881 shares — an estimated $356K sold.

WrapManager Inc first reported a position in IBMO in Q4 2020 and held it in 19 quarters. The position peaked at $393K in Q2 2024. 178 funds tracked by Wall St. Rank hold IBMO as of Q3 2025.

  • WrapManager Inc reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • WrapManager Inc sold 13,881 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q3 2025, an estimated $356K.
  • WrapManager Inc first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2020 and held it in 19 quarters.
  • WrapManager Inc's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $393K in Q2 2024.
  • 178 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q3 2025.

Based on WrapManager Inc's 13F filing for Q3 2025, filed 10 Nov 2025.