Captrust Financial Advisors Buys 9,523 Shares of iShares iBonds Dec 2026 Term Muni Bond ETF (BATS:IBMO)

Captrust Financial Advisors boosted its stake in iShares iBonds Dec 2026 Term Muni Bond ETF (BATS:IBMO) by 52.1% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 27,805 shares of the company’s stock after acquiring an additional 9,523 shares during the period. Captrust Financial Advisors’ holdings in iShares iBonds Dec 2026 Term Muni Bond ETF were worth $713,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Archford Capital Strategies LLC increased its stake in shares of iShares iBonds Dec 2026 Term Muni Bond ETF by 9.8% during the 2nd quarter. Archford Capital Strategies LLC now owns 20,855 shares of the company’s stock worth $528,000 after purchasing an additional 1,865 shares during the last quarter. Parallel Advisors LLC increased its position in iShares iBonds Dec 2026 Term Muni Bond ETF by 22.4% in the second quarter. Parallel Advisors LLC now owns 17,394 shares of the company’s stock worth $440,000 after buying an additional 3,182 shares during the last quarter. Confluence Investment Management LLC raised its stake in shares of 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 buying an additional 3,360 shares during the period. STAR Financial Bank bought a new stake in shares of iShares iBonds Dec 2026 Term Muni Bond ETF in the second quarter valued at $201,000. Finally, Comerica Bank lifted its position in shares of iShares iBonds Dec 2026 Term Muni Bond ETF by 277.6% during the 1st quarter. Comerica Bank now owns 11,442 shares of the company’s stock valued at $290,000 after buying an additional 8,412 shares during the last quarter.

iShares iBonds Dec 2026 Term Muni Bond ETF Stock Up 0.0 %

Shares of IBMO opened at $25.57 on Wednesday. The business has a fifty day moving average price of $25.54 and a 200-day moving average price of $25.47.

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.