4J Wealth Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

4J Wealth Management’s Portfolio IBMO Stock Details IBMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-8,742	Closed	-$223K	–	91
2024 Q4	$223K	Buy	8,742 +51	+0.6%	+$1.3K	0.18%	80
2024 Q3	$223K	Buy	8,691 +36	+0.4%	+$919	0.17%	84
2024 Q2	$219K	Buy	8,655 +36	+0.4%	+$909	0.18%	82
2024 Q1	$218K	Buy	8,619 +23	+0.3%	+$585	0.19%	86
2023 Q4	$219K	Buy	8,596 +40	+0.5%	+$1K	0.2%	79
2023 Q3	$212K	Buy	8,556 +426	+5%	+$10.7K	0.21%	82
2023 Q2	$205K	Buy	+8,130	New	+$205K	0.2%	83

Other funds holding IBMO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

4J Wealth Management's IBMO Position: Q1 2025 in Review

4J Wealth Management sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q1 2025, closing a stake of 8,742 shares — an estimated $223K sold.

4J Wealth Management first reported a position in IBMO in Q2 2023 and held it in 7 quarters. The position peaked at $223K in Q3 2024. 178 funds tracked by Wall St. Rank hold IBMO as of Q1 2025.

4J Wealth Management reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
4J Wealth Management sold 8,742 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q1 2025, an estimated $223K.
4J Wealth Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2023 and held it in 7 quarters.
4J Wealth Management's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $223K in Q3 2024.
178 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q1 2025.

Based on 4J Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.