HARBOR INVESTMENT ADVISORY, LLC IBMO — ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF

Ownership history in HARBOR INVESTMENT ADVISORY, LLC  ·  10 quarters on record

AI Ownership Summary

HARBOR INVESTMENT ADVISORY, LLC reported ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF (IBMO) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows IBMO at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IBMO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HARBOR INVESTMENT ADVISORY, LLC's position in ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IBMO was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IBMO stock page HARBOR INVESTMENT ADVISORY, LLC fund profile HARBOR INVESTMENT ADVISORY, LLC full holdings
How HARBOR INVESTMENT ADVISORY, LLC held IBMO — position size vs. price
% of Fund (quarterly)    IBMO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 3,656 — 0% 0.01% $94K 2026-07-07 $25.58
2026 Q1 UNCHANGED — — — 3,656 — 0% 0.01% $94K 2026-04-23 $25.53
2025 Q4 UNCHANGED — — — 3,656 — 0% 0.01% $94K 2026-01-07 $25.40
2025 Q3 UNCHANGED — — — 3,656 — 0% 0.01% $94K 2025-10-27 $25.18
2025 Q2 UNCHANGED — — — 3,656 — 0% 0.01% $94K 2025-07-01 $25.02
2025 Q1 ADDED — — — 3,656 +496 +15.7% 0.01% $93K 2025-04-09 $24.71
2024 Q4 UNCHANGED — — — 3,160 — 0% 0.01% $80K 2025-01-16 $24.60
2024 Q3 UNCHANGED — — — 3,160 — 0% 0.01% $81K 2024-10-04 $24.58
2024 Q2 ADDED — — — 3,160 +1,104 +53.7% 0.01% $80K 2024-07-19 $24.27
2024 Q1 INITIATED — — — 2,056 — — 0.01% $52K 2024-04-12 $24.00

🏢 Other funds also holding IBMO

As of 2026 Q2 — sorted by position size

Praetorian Wealth Management, Inc. 3Y 0.88% Quantum Financial Advisors, LLC 3Y 0.26% Pacific Excel Wealth Advisors, Inc. 0.11% 3 FACTOR INDEXING, LLC 0.02% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.01%

FAQ About HARBOR INVESTMENT ADVISORY, LLC and IBMO

These are the practical questions this page is built to answer before you even open the full history table.

How long has HARBOR INVESTMENT ADVISORY, LLC reported owning IBMO?

HARBOR INVESTMENT ADVISORY, LLC reported IBMO across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported IBMO position in HARBOR INVESTMENT ADVISORY, LLC's portfolio?

The largest reported portfolio weight for IBMO was 0.01% in 2025 Q1.

What is the latest reported IBMO position on this page?

The most recent filing on this page is 2026 Q2, when HARBOR INVESTMENT ADVISORY, LLC reported 3,656 shares, equal to 0.01% of portfolio, with an estimated market value of $94K.

What does the chart on this IBMO ownership page compare?

The chart compares HARBOR INVESTMENT ADVISORY, LLC's quarterly IBMO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HARBOR INVESTMENT ADVISORY, LLC time their IBMO position?

Based on 13F filing dates vs. subsequent IBMO price moves, HARBOR INVESTMENT ADVISORY, LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on IBMO relative to SPY over the holding period was -14.4%.

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