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Stock index based on fund manager consensus updated each quarter
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ATPW
Ashton Thomas Private Wealth’s
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
Stock Holding History
Ashton Thomas Private Wealth’s Portfolio
IBMO Stock Details
IBMO Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
–
Sell
2025
Q1
$608K
Sell
2024
Q4
$7.43M
Buy
2024
Q3
$6.32M
Sell
2024
Q2
$6.47M
Sell
2024
Q1
$6.96M
Buy
2023
Q4
$6.97M
Buy
2023
Q3
$3.67M
Buy
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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