Confluence Investment Management LLC Cuts Position in iShares iBonds Dec 2026 Term Muni Bond ETF $IBMO

Confluence Investment Management LLC reduced its position in iShares iBonds Dec 2026 Term Muni Bond ETF (BATS:IBMO) by 81.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,881 shares of the company’s stock after selling 55,195 shares during the period. Confluence Investment Management LLC owned approximately 0.06% of iShares iBonds Dec 2026 Term Muni Bond ETF worth $330,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. NewEdge Advisors LLC increased its position in iShares iBonds Dec 2026 Term Muni Bond ETF by 4.9% during the 3rd quarter. NewEdge Advisors LLC now owns 645,225 shares of the company’s stock worth $16,556,000 after purchasing an additional 30,053 shares in the last quarter. Lbmc Investment Advisors LLC lifted its position in iShares iBonds Dec 2026 Term Muni Bond ETF by 12.7% during the third quarter. Lbmc Investment Advisors LLC now owns 464,080 shares of the company’s stock valued at $11,908,000 after buying an additional 52,153 shares in the last quarter. Integrated Wealth Concepts LLC lifted its position in iShares iBonds Dec 2026 Term Muni Bond ETF by 13.8% during the third quarter. Integrated Wealth Concepts LLC now owns 382,935 shares of the company’s stock valued at $9,826,000 after buying an additional 46,352 shares in the last quarter. United Capital Financial Advisors LLC grew its stake in iShares iBonds Dec 2026 Term Muni Bond ETF by 11.1% during the third quarter. United Capital Financial Advisors LLC now owns 120,230 shares of the company’s stock worth $3,085,000 after buying an additional 12,033 shares during the period. Finally, Spinnaker Trust grew its stake in iShares iBonds Dec 2026 Term Muni Bond ETF by 6.3% during the third quarter. Spinnaker Trust now owns 50,693 shares of the company’s stock worth $1,301,000 after buying an additional 2,993 shares during the period.

iShares iBonds Dec 2026 Term Muni Bond ETF Price Performance

iShares iBonds Dec 2026 Term Muni Bond ETF stock opened at $25.63 on Friday. The firm has a fifty day moving average of $25.67 and a 200-day moving average of $25.64. iShares iBonds Dec 2026 Term Muni Bond ETF has a 52-week low of $25.24 and a 52-week high of $25.81.

iShares iBonds Dec 2026 Term Muni Bond ETF Profile

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.