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Amplius Wealth Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Amplius Wealth 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
2024
Q3 		– Sell
-22,909
Closed -$580K – 177
2024
Q2 		$580K Sell
22,909
-65,272
-74% -$1.65M 0.06% 89
2024
Q1 		$2.24M Buy
+88,181
New +$2.24M 0.25% 51

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Amplius Wealth Advisors's IBMO Position: Q3 2024 in Review

Amplius Wealth Advisors sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q3 2024, closing a stake of 22,909 shares — an estimated $580K sold.

Amplius Wealth Advisors first reported a position in IBMO in Q1 2024 and held it in 2 quarters. The position peaked at $2.24M in Q1 2024. 159 funds tracked by Wall St. Rank hold IBMO as of Q3 2024.

  • Amplius Wealth Advisors reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Amplius Wealth Advisors sold 22,909 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q3 2024, an estimated $580K.
  • Amplius Wealth Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2024 and held it in 2 quarters.
  • Amplius Wealth Advisors's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $2.24M in Q1 2024.
  • 159 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q3 2024.

Based on Amplius Wealth Advisors's 13F filing for Q3 2024, filed 16 Oct 2024.