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

Altium 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
2022 Q2	$232K	Buy	+9,137	New	+$230K	0.02%	331
2022 Q1	–	Sell	-21,367	Closed	-$574K	–	392
2021 Q4	$574K	Buy	21,367 +219	+1%	+$5.88K	0.04%	221
2021 Q3	$569K	Buy	21,148 +401	+2%	+$10.8K	0.04%	206
2021 Q2	$560K	Buy	20,747 +4,137	+25%	+$112K	0.04%	209
2021 Q1	$446K	Hold	16,610	–	–	0.04%	241
2020 Q4	$450K	Hold	16,610	–	–	0.04%	221
2020 Q3	$447K	Buy	+16,610	New	+$447K	0.05%	191

Other funds holding IBMO

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

ACIM

Azimuth Capital Investment Management Bloomfield Hills, Michigan $2.66B AUM 22.87% 1-Year Est. Return

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

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

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

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

SPF

Steven Patrick Farmer $6.42B AUM

Altium Wealth Management's IBMO Position: Q2 2022 in Review

Altium Wealth Management opened a new position in iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q2 2022: 9,137 shares worth $232K. The stake represents 0.02% of the portfolio and ranks #331 among its holdings. This is a return to the name: Altium Wealth Management previously reported a position in IBMO as recently as Q4 2021.

Altium Wealth Management first reported a position in IBMO in Q3 2020 and has held it in 7 quarters since. The position peaked at $574K in Q4 2021. 85 funds tracked by Wall St. Rank hold IBMO as of Q2 2022.

Altium Wealth Management held 9,137 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $232K as of Q2 2022.
iShares iBonds Dec 2026 Term Muni Bond ETF was a new Altium Wealth Management position in Q2 2022.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.02% of Altium Wealth Management's portfolio in Q2 2022, its #331 holding.
Altium Wealth Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q3 2020 and has held it in 7 quarters since.
Altium Wealth Management's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $574K in Q4 2021.
85 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.