Blue Square Asset Management LLC Has $1.19 Million Stake in iShares iBonds Dec 2026 Term Muni Bond ETF (BATS:IBMO)

Blue Square Asset Management LLC trimmed its stake in iShares iBonds Dec 2026 Term Muni Bond ETF (BATS:IBMO) by 3.3% during the fourth quarter, Holdings Channel reports. The fund owned 46,623 shares of the company’s stock after selling 1,571 shares during the quarter. Blue Square Asset Management LLC’s holdings in iShares iBonds Dec 2026 Term Muni Bond ETF were worth $1,187,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also modified their holdings of IBMO. Buffington Mohr McNeal bought a new stake in shares of iShares iBonds Dec 2026 Term Muni Bond ETF in the 3rd quarter worth approximately $253,000. Captrust Financial Advisors boosted its position in shares of iShares iBonds Dec 2026 Term Muni Bond ETF by 52.1% during the 3rd quarter. Captrust Financial Advisors now owns 27,805 shares of the company’s stock valued at $713,000 after acquiring an additional 9,523 shares in the last quarter. Confluence Investment Management LLC increased its stake in iShares iBonds Dec 2026 Term Muni Bond ETF by 4.7% in the third quarter. Confluence Investment Management LLC now owns 74,294 shares of the company’s stock valued at $1,906,000 after acquiring an additional 3,360 shares during the period. Sonata Capital Group Inc. acquired a new position in iShares iBonds Dec 2026 Term Muni Bond ETF in the third quarter worth about $1,960,000. Finally, Leavell Investment Management Inc. lifted its stake in iShares iBonds Dec 2026 Term Muni Bond ETF by 5.6% during the third quarter. Leavell Investment Management Inc. now owns 207,114 shares of the company’s stock worth $5,314,000 after purchasing an additional 10,933 shares during the period.

iShares iBonds Dec 2026 Term Muni Bond ETF Stock Performance

IBMO stock opened at $25.49 on Friday. The firm has a fifty day moving average of $25.50 and a 200 day moving average of $25.52.

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.