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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-23,800	Closed	-$608K	–	850
2025 Q1	$608K	Sell	23,800 -268,013	-92%	-$6.84M	0.02%	505
2024 Q4	$7.43M	Buy	291,813 +45,321	+18%	+$1.16M	0.29%	81
2024 Q3	$6.32M	Sell	246,492 -9,217	-4%	-$235K	0.33%	76
2024 Q2	$6.47M	Sell	255,709 -18,925	-7%	-$478K	0.35%	71
2024 Q1	$6.96M	Buy	274,634 +1,582	+0.6%	+$40.2K	0.4%	67
2023 Q4	$6.97M	Buy	273,052 +124,971	+84%	+$3.14M	0.44%	62
2023 Q3	$3.67M	Buy	+148,081	New	+$3.71M	0.27%	102

Other funds holding IBMO

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

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

Ashton Thomas Private Wealth's IBMO Position: Q2 2025 in Review

Ashton Thomas Private Wealth sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q2 2025, closing a stake of 23,800 shares — an estimated $608K sold.

Ashton Thomas Private Wealth first reported a position in IBMO in Q3 2023 and held it in 7 quarters. The position peaked at $7.43M in Q4 2024. 173 funds tracked by Wall St. Rank hold IBMO as of Q2 2025.

Ashton Thomas Private Wealth reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
Ashton Thomas Private Wealth sold 23,800 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2025, an estimated $608K.
Ashton Thomas Private Wealth first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q3 2023 and held it in 7 quarters.
Ashton Thomas Private Wealth's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $7.43M in Q4 2024.
173 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2025.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2025, filed 1 Aug 2025.