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Aspect Partners’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Aspect Partners’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
Q1 		– Sell
-760
Closed -$19.4K – 636
2024
Q4 		$19.4K Hold
760
– – 0.01% 207
2024
Q3 		$19.5K Hold
760
– – 0.01% 196
2024
Q2 		$19.2K Hold
760
– – 0.01% 189
2024
Q1 		$19.3K Hold
760
– – 0.02% 187
2023
Q4 		$19.4K Buy
+760
New +$19.1K 0.01% 181

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Aspect Partners's IBMO Position: Q1 2025 in Review

Aspect Partners sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q1 2025, closing a stake of 760 shares — an estimated $19.4K sold.

Aspect Partners first reported a position in IBMO in Q4 2023 and held it in 5 quarters. The position peaked at $19.5K in Q3 2024. 178 funds tracked by Wall St. Rank hold IBMO as of Q1 2025.

  • Aspect Partners reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Aspect Partners sold 760 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q1 2025, an estimated $19.4K.
  • Aspect Partners first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2023 and held it in 5 quarters.
  • Aspect Partners's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $19.5K in Q3 2024.
  • 178 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q1 2025.

Based on Aspect Partners's 13F filing for Q1 2025, filed 24 Apr 2025.