AF
IBMO icon

Advisornet Financial’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Advisornet Financial’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
2022
Q2 		– Sell
-255
Closed -$7K – 1994
2022
Q1 		$7K Buy
+255
New +$6.67K ﹤0.01% 1527

Other funds holding IBMO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
ACIM
Azimuth Capital Investment Management Bloomfield Hills, Michigan $2.96B AUM 32.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
SPF
Steven Patrick Farmer $6.42B AUM

Advisornet Financial's IBMO Position: Q2 2022 in Review

Advisornet Financial sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q2 2022, closing a stake of 255 shares — an estimated $7K sold.

Advisornet Financial first reported a position in IBMO in Q1 2022 and held it in 1 quarter. The position peaked at $7K in Q1 2022. 85 funds tracked by Wall St. Rank hold IBMO as of Q2 2022.

  • Advisornet Financial reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Advisornet Financial sold 255 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2022, an estimated $7K.
  • Advisornet Financial first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2022 and held it in 1 quarter.
  • Advisornet Financial's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $7K in Q1 2022.
  • 85 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2022.

Based on Advisornet Financial's 13F filing for Q2 2022, filed 7 Jul 2022.