Free Trial
→ Trump's New Dollar (From Porter & Company) (Ad)tc pixel Free IBMO Stock Alerts

iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) Institutional Ownership

iShares iBonds Dec 2026 Term Muni Bond ETF logo
$25.64 +0.03 (+0.12%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2026 Term Muni Bond ETF (BATS:IBMO)

Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$17.66M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$6.39M
Get IBMO Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares iBonds Dec 2026 Term Muni Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

IBMO Institutional Buying and Selling by Quarter

iShares iBonds Dec 2026 Term Muni Bond ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/13/2026 Godshalk Welsh Capital Management Inc.37,500$961K0.6%+15.4%0.182%
4/29/2026 Evergreen Private Wealth LLC52,186$1.34M0.5%+5.7%0.254%
4/29/2026 O Domhnaill Enterprises Inc.43,969$1.13M0.9%N/A0.214%
4/22/2026 Princeton Global Asset Management LLC19,825$508K0.1%-3.8%0.096%
4/22/2026 Janney Montgomery Scott LLC11,745$301K0.0%-16.3%0.057%
4/17/2026 Matthew Goff Investment Advisor LLC160,242$3.88M0.6%N/A0.780%
2/18/2026 NewEdge Advisors LLC686,728$17.61M0.1%+6.4%3.342%
2/17/2026 Captrust Financial Advisors21,311$546K0.0%+1.9%0.104%
2/13/2026 Integrated Wealth Concepts LLC376,796$9.66M0.1%-1.6%1.834%
2/12/2026 Godshalk Welsh Capital Management Inc.32,500$833K0.5%+14.0%0.158%
2/11/2026 Janney Montgomery Scott LLC14,025$360K0.0%-6.5%0.068%
2/11/2026 Eldridge Investment Advisors Inc.22,650$581K0.1%+141.0%0.110%
2/11/2026 Parallel Advisors LLC24,807$636K0.0%+12.2%0.121%
2/10/2026 Spinnaker Trust51,999$1.33M0.1%+2.6%0.253%
2/9/2026 PSI Advisors LLC131,848$3.38M0.8%+27.7%0.642%
2/4/2026 Atlantic Union Bankshares Corp42,156$1.08M0.0%-1.7%0.205%
1/30/2026 Strategic Blueprint LLC9,161$235K0.0%+9.3%0.045%
1/28/2026 Evergreen Private Wealth LLC49,386$1.27M0.5%+7.9%0.240%
1/23/2026 Curbstone Financial Management Corp21,620$554K0.1%+38.4%0.105%
1/22/2026 Red Tortoise LLC17,442$447K0.2%N/A0.085%
1/22/2026 Newman Dignan & Sheerar Inc.45,639$1.17M0.2%-52.5%0.222%
1/21/2026 Crews Bank & Trust32,575$835K0.1%-12.6%0.159%
1/20/2026 Princeton Global Asset Management LLC20,600$528K0.1%+31.2%0.100%
1/20/2026 Blue Square Asset Management LLC45,840$1.18M0.5%+4.3%0.223%
1/14/2026 Praetorian Wealth Management Inc.241,578$6.19M1.2%+3.1%1.176%
1/5/2026 Confluence Investment Management LLC12,881$330K0.0%-81.1%0.063%
1/1/2026 JPMorgan Chase & Co.3,767$97K0.0%N/A0.018%
12/2/2025 IFP Advisors Inc26,413$678K0.0%-23.6%0.129%
11/17/2025 NewEdge Advisors LLC645,225$16.56M0.1%+4.9%3.140%
11/17/2025 United Capital Financial Advisors LLC120,230$3.09M0.0%+11.1%0.585%
11/17/2025 Integrated Wealth Concepts LLC382,935$9.83M0.1%+13.8%1.863%
11/17/2025 Ameriprise Financial Inc.90,025$2.31M0.0%-37.5%0.438%
11/13/2025 Parallel Advisors LLC22,115$567K0.0%-2.5%0.108%
11/12/2025 10Elms LLP24,344$625K0.6%+2.3%0.118%
11/10/2025 Cary Street Partners Financial LLC10,245$263K0.0%+6.8%0.050%
11/7/2025 JPMorgan Chase & Co.3,767$97K0.0%N/A0.018%
11/5/2025 Spinnaker Trust50,693$1.30M0.1%+6.3%0.247%
11/5/2025 HORAN Wealth LLC8,453$217K0.0%N/A0.041%
11/4/2025 Atlantic Union Bankshares Corp42,901$1.10M0.0%-2.1%0.209%
10/28/2025 Leavell Investment Management Inc.266,087$6.83M0.3%-1.8%1.295%
There’s a new type of capitalism (Ad)

The U.S. government has taken direct equity positions in at least 10 companies - Intel, U.S. Steel, Westinghouse, MP Materials, Lithium Americas, and others - plus roughly $2 billion in quantum computing investments. When these deals were announced, the stocks soared overnight. Porter Stansberry, founder of one of the world's largest financial research firms, says this shift away from free-market capitalism is the most consequential economic story in centuries - and almost no one is prepared for it. He's identified the stocks to buy, the stocks to sell, and three money moves to position yourself on the right side of this new reality.tc pixel

See Porter Stansberry's full breakdown and investment recommendations now
10/28/2025 Gould Asset Management LLC CA21,540$553K0.1%+5.7%0.105%
10/28/2025 Blue Square Asset Management LLC43,956$1.13M0.5%-1.8%0.214%
10/22/2025 Crews Bank & Trust37,281$957K0.1%+20.3%0.181%
10/15/2025 Curbstone Financial Management Corp15,620$401K0.1%N/A0.076%
10/15/2025 Praetorian Wealth Management Inc.234,296$6.01M1.2%-1.2%1.140%
10/14/2025 Confluence Investment Management LLC68,076$1.75M0.0%-6.6%0.331%
10/9/2025 Newman Dignan & Sheerar Inc.96,059$2.47M0.5%-9.3%0.467%
10/7/2025 Lbmc Investment Advisors LLC464,080$11.91M0.8%+12.7%2.258%
10/2/2025 Bank of New Hampshire1,905$49K0.0%-34.4%0.009%
8/15/2025 Captrust Financial Advisors18,689$479K0.0%-8.3%0.091%
8/15/2025 Ameriprise Financial Inc.143,957$3.69M0.0%-9.0%0.701%
8/14/2025 NewEdge Advisors LLC615,172$15.76M0.1%+8.0%2.994%
8/7/2025 Hughes Financial Services LLC6,686$171K0.0%+6.3%0.033%
8/6/2025 Atlantic Union Bankshares Corp43,830$1.12M0.0%N/A0.213%
8/5/2025 Gould Asset Management LLC CA20,375$522K0.1%+17.2%0.099%
8/4/2025 Spinnaker Trust47,700$1.22M0.1%+5.8%0.232%
7/31/2025 Leavell Investment Management Inc.270,987$6.94M0.3%+1.8%1.319%
7/30/2025 Strategic Blueprint LLC8,381$215K0.0%N/A0.041%
7/29/2025 Private Trust Co. NA9,739$250K0.0%+28.6%0.047%
7/21/2025Exchange Capital Management Inc.14,899$382K0.1%-3.2%0.073%
7/18/2025 Newman Dignan & Sheerar Inc.105,943$2.72M0.6%-10.8%0.516%
7/17/2025 Janney Montgomery Scott LLC14,125$362K0.0%-36.8%0.069%
7/9/2025 Lbmc Investment Advisors LLC411,927$10.56M0.8%+12.4%2.005%
7/8/2025 Parallel Advisors LLC22,690$581K0.0%+15.9%0.110%
7/1/2025 Confluence Investment Management LLC72,848$1.87M0.0%-3.5%0.358%
5/16/2025NewEdge Advisors LLC569,568$14.56M0.1%+1.8%2.862%
5/16/2025Integrated Wealth Concepts LLC325,296$8.32M0.1%+6.7%1.635%
5/12/2025Scissortail Wealth Management LLC64,903$1.66M0.4%-5.8%0.326%
5/1/2025Hughes Financial Services LLC6,292$161K0.0%N/A0.032%
5/1/2025Blue Square Asset Management LLC45,660$1.17M0.6%-2.1%0.229%
4/30/2025Leavell Investment Management Inc.266,114$6.80M0.3%+3.5%1.337%
4/28/2025Buffington Mohr McNeal11,490$294K0.1%+9.3%0.058%
4/28/2025Private Trust Co. NA7,574$194K0.0%+13.9%0.038%
4/25/2025Spinnaker Trust45,085$1.15M0.1%+32.5%0.228%
4/22/2025Cambridge Investment Research Advisors Inc.15,486$396K0.0%+31.3%0.078%
4/22/2025Crews Bank & Trust30,981$792K0.1%-5.9%0.156%
4/21/2025PSI Advisors LLC56,874$1.45M0.5%+11.4%0.287%
4/17/2025Janney Montgomery Scott LLC22,338$571K0.0%+36.7%0.113%
4/16/2025Praetorian Wealth Management Inc.236,902$6.06M1.5%+1.3%1.196%
4/14/2025Bank of New Hampshire2,905$74K0.0%-20.5%0.015%
4/11/2025Princeton Global Asset Management LLC15,700$401K0.1%+127.5%0.079%
4/9/2025Lbmc Investment Advisors LLC366,493$9.37M0.7%+11.1%1.851%
4/9/2025Harbor Investment Advisory LLC3,656$93K0.0%+15.7%0.018%
4/8/2025Global Financial Private Client LLC5,801$148K0.1%-10.0%0.029%
2/18/2025Novem Group20,931$533K0.1%N/A0.117%
2/18/202510Elms LLP19,204$489K0.5%N/A0.107%
2/17/2025Captrust Financial Advisors24,857$633K0.0%-10.6%0.139%
2/17/2025Cary Street Partners Financial LLC9,595$244K0.0%N/A0.054%
2/17/2025Ameriprise Financial Inc.319,987$8.15M0.0%+19.0%1.788%
2/14/2025Stonebridge Capital Advisors LLC8,693$221K0.0%-7.0%0.049%
How to play the Biggest IPO in stock market history! (Ad)

SpaceX is eyeing a near-$2 trillion IPO valuation, and retail investors are already lining up - but early insiders and institutional holders have been sitting on positions for years and will exit the moment shares hit the market. Lance Ippolito has identified five stocks directly positioned to benefit from the SpaceX launch and the space investing wave it triggers, without the brutal IPO volatility. These picks carry none of the hype risk and all of the tailwind.tc pixel

Get all five tickers now, completely free
2/14/2025Integrated Wealth Concepts LLC304,752$7.76M0.1%+35.3%1.703%
2/13/2025United Capital Financial Advisors LLC91,410$2.33M0.0%+7.5%0.511%
2/11/2025Sandy Spring Bank43,388$1.11M0.0%-9.8%0.242%
2/10/2025Eldridge Investment Advisors Inc.8,000$204K0.0%N/A0.045%
2/10/2025Hills Bank & Trust Co324,032$8.25M0.6%+4.0%1.810%
2/7/2025Horan Securities Inc.8,454$215K0.1%-33.4%0.047%
2/5/2025Peloton Wealth Strategists11,000$280K0.1%+7.8%0.061%
1/30/2025Spinnaker Trust34,025$866K0.1%+9.9%0.190%
1/29/2025Sonata Capital Group Inc.95,287$2.43M1.0%+24.7%0.532%
1/29/2025Leavell Investment Management Inc.257,114$6.55M0.3%+24.1%1.436%


IBMO Institutional Ownership - Frequently Asked Questions

During the previous two years, 51 institutional investors and hedge funds held shares of iShares iBonds Dec 2026 Term Muni Bond ETF. The most heavily invested institutionals were NewEdge Advisors LLC ($17.61M), Lbmc Investment Advisors LLC ($11.91M), Integrated Wealth Concepts LLC ($9.66M), Hills Bank & Trust Co ($8.25M), Leavell Investment Management Inc. ($6.83M), Ashton Thomas Private Wealth LLC ($6.48M), and Praetorian Wealth Management Inc. ($6.19M).Learn more on iShares iBonds Dec 2026 Term Muni Bond ETF's institutional investors.

Of the 43 institutional investors that purchased iShares iBonds Dec 2026 Term Muni Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Lbmc Investment Advisors LLC ($277.46K), Integrated Wealth Concepts LLC ($182.08K), Matthew Goff Investment Advisor LLC ($160.24K), NewEdge Advisors LLC ($127.29K), Sonata Capital Group Inc. ($95.29K), PSI Advisors LLC ($88.35K), and Leavell Investment Management Inc. ($74.81K).

Institutional investors have bought a total of 688,901 shares in the last 24 months. This purchase volume represents approximately $17.66M in transactions.

Of the 16 institutional investors that sold iShares iBonds Dec 2026 Term Muni Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Newman Dignan & Sheerar Inc. ($73.10K), Ameriprise Financial Inc. ($68.23K), Confluence Investment Management LLC ($62.59K), Janney Montgomery Scott LLC ($11.48K), IFP Advisors Inc ($8.17K), Integrated Wealth Concepts LLC ($6.14K), and Leavell Investment Management Inc. ($4.90K).

Institutional investors have sold a total of 249,185 shares in the last 24 months. This volume of shares sold represents approximately $6.39M in transactions.


Related Companies

This page (BATS:IBMO) was last updated on 6/12/2026 by MarketBeat.com Staff.
From Our Partners
DOJ Admits It In Court—Your Cash Can Be Seized Without Warning
The Department of Justice recently argued in court that cash may not be legally your property - raising concer...
Priority Gold | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX is set to go public as soon as June 11, with OpenAI and Anthropic likely to follow. Whitney Tilson - Ha...
Stansberry Research | Sponsoredtc pixel
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
There’s a new type of capitalism
The U.S. government has taken direct equity positions in at least 10 companies - Intel, U.S. Steel, Westinghou...
Porter & Company | Sponsoredtc pixel
How to play the Biggest IPO in stock market history!
SpaceX is eyeing a near-$2 trillion IPO valuation, and retail investors are already lining up - but early insi...
InvestPub | Sponsoredtc pixel
Tesla. SolarCity. Twitter. This $4 stock is next.
Elon Musk has a clear pattern: when a supplier becomes mission-critical, he acquires it. He bought SolarCity f...
Behind the Markets | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
One hidden supplier shipped 5 billion parts to SpaceX
Most investors are focused on the historic $1.75 trillion SpaceX IPO expected around June 30. But there's a le...
Weiss Ratings | Sponsoredtc pixel