Integrated Wealth Concepts LLC Has $5.78 Million Stock Holdings in iShares iBonds Dec 2026 Term Muni Bond ETF (BATS:IBMO)

Integrated Wealth Concepts LLC raised its stake in iShares iBonds Dec 2026 Term Muni Bond ETF (BATS:IBMO) by 18.9% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 225,318 shares of the company’s stock after acquiring an additional 35,749 shares during the period. Integrated Wealth Concepts LLC’s holdings in iShares iBonds Dec 2026 Term Muni Bond ETF were worth $5,781,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in IBMO. Comerica Bank raised its holdings in iShares iBonds Dec 2026 Term Muni Bond ETF by 277.6% in the 1st quarter. Comerica Bank now owns 11,442 shares of the company’s stock valued at $290,000 after acquiring an additional 8,412 shares in the last quarter. Newman Dignan & Sheerar Inc. raised its holdings in iShares iBonds Dec 2026 Term Muni Bond ETF by 0.7% in the 2nd quarter. Newman Dignan & Sheerar Inc. now owns 120,680 shares of the company’s stock valued at $3,056,000 after acquiring an additional 806 shares in the last quarter. Archford Capital Strategies LLC increased its stake in shares of iShares iBonds Dec 2026 Term Muni Bond ETF by 9.8% in the 2nd quarter. Archford Capital Strategies LLC now owns 20,855 shares of the company’s stock valued at $528,000 after purchasing an additional 1,865 shares during the last quarter. Exchange Capital Management Inc. bought a new position in shares of iShares iBonds Dec 2026 Term Muni Bond ETF in the 2nd quarter valued at $323,000. Finally, PSI Advisors LLC bought a new position in shares of iShares iBonds Dec 2026 Term Muni Bond ETF in the 2nd quarter valued at $1,367,000.

iShares iBonds Dec 2026 Term Muni Bond ETF Stock Performance

Shares of IBMO opened at $25.56 on Thursday. The firm has a 50-day simple moving average of $25.54 and a two-hundred day simple moving average of $25.46.

About iShares iBonds Dec 2026 Term Muni Bond ETF

The iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a market-value weighted index of AMT-free municipal bonds that mature between January and December 2026. IBMO was launched on Apr 2, 2019 and is managed by BlackRock.