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

Ausdal Financial 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
2023 Q1	–	Sell	-9,730	Closed	-$245K	–	454
2022 Q4	$245K	Buy	9,730 +39	+0.4%	+$972	0.04%	386
2022 Q3	$239K	Buy	9,691 +22	+0.2%	+$558	0.04%	376
2022 Q2	$245K	Sell	9,669 -4,830	-33%	-$122K	0.04%	380
2022 Q1	$370K	Sell	14,499 -759	-5%	-$19.8K	0.05%	332
2021 Q4	$410K	Buy	15,258 +175	+1%	+$4.7K	0.05%	320
2021 Q3	$406K	Buy	15,083 +433	+3%	+$11.7K	0.06%	308
2021 Q2	$395K	Buy	14,650 +435	+3%	+$11.7K	0.06%	302
2021 Q1	$381K	Buy	14,215 +1,360	+11%	+$36.7K	0.06%	300
2020 Q4	$348K	Buy	+12,855	New	+$347K	0.07%	284

Other funds holding IBMO

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

WSTAM

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Ausdal Financial Partners's IBMO Position: Q1 2023 in Review

Ausdal Financial Partners sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q1 2023, closing a stake of 9,730 shares — an estimated $245K sold.

Ausdal Financial Partners first reported a position in IBMO in Q4 2020 and held it in 9 quarters. The position peaked at $410K in Q4 2021. 114 funds tracked by Wall St. Rank hold IBMO as of Q1 2023.

Ausdal Financial Partners reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q1 2023 after selling out during the quarter.
Ausdal Financial Partners sold 9,730 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q1 2023, an estimated $245K.
Ausdal Financial Partners first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2020 and held it in 9 quarters.
Ausdal Financial Partners's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $410K in Q4 2021.
114 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q1 2023.

Based on Ausdal Financial Partners's 13F filing for Q1 2023, filed 4 May 2023.