American Portfolios Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

American Portfolios Advisors’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 Q3	$1.41M	Buy	57,311 +50,706	+768%	+$1.29M	0.06%	320
2022 Q2	$167K	Buy	6,605 +2,005	+44%	+$50.5K	0.01%	1131
2022 Q1	$117K	Hold	4,600	–	–	﹤0.01%	1422
2021 Q4	$124K	Hold	4,600	–	–	﹤0.01%	1407
2021 Q3	$124K	Buy	4,600 +1,845	+67%	+$49.9K	﹤0.01%	1361
2021 Q2	$74.3K	Hold	2,755	–	–	﹤0.01%	1527
2021 Q1	$73.9K	Buy	+2,755	New	+$74.3K	﹤0.01%	1437

Other funds holding IBMO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

WSTAM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Portfolios Advisors's IBMO Position: Q3 2022 in Review

American Portfolios Advisors increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 768% in Q3 2022, buying an estimated $1.29M and bringing the position to 57,311 shares worth $1.41M. The position accounts for 0.06% of the portfolio, ranked #320.

American Portfolios Advisors first reported a position in IBMO in Q1 2021 and has held it in 7 quarters since. 89 funds tracked by Wall St. Rank hold IBMO as of Q3 2022.

American Portfolios Advisors held 57,311 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $1.41M as of Q3 2022.
American Portfolios Advisors bought 50,706 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q3 2022, an estimated $1.29M.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.06% of American Portfolios Advisors's portfolio in Q3 2022, its #320 holding.
American Portfolios Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2021 and has held it in 7 quarters since.
89 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.