Azimuth Capital Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Azimuth Capital Management’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
2022 Q1	$15.2M	Sell	594,300 -36,500	-6%	-$954K	0.65%	48
2021 Q4	$17M	Sell	630,800 -13,000	-2%	-$349K	0.68%	50
2021 Q3	$17.3M	Sell	643,800 -3,150	-0.5%	-$85.2K	0.74%	44
2021 Q2	$17.5M	Sell	646,950 -4,000	-0.6%	-$108K	0.75%	40
2021 Q1	$17.5M	Buy	650,950 +266,750	+69%	+$7.2M	0.83%	28
2020 Q4	$10.4M	Buy	+384,200	New	+$10.4M	0.52%	72

Other funds holding IBMO

WSTAM

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

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

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

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

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

Azimuth Capital Management's IBMO Position: Q1 2022 in Review

Azimuth Capital Management reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 5.8% in Q1 2022, selling an estimated $954K and leaving 594,300 shares worth $15.2M. The position accounts for 0.65% of the portfolio, ranked #48.

Azimuth Capital Management first reported a position in IBMO in Q4 2020 and has held it in 6 quarters since. The position peaked at $17.5M in Q1 2021. 74 funds tracked by Wall St. Rank hold IBMO as of Q1 2022.

Azimuth Capital Management held 594,300 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $15.2M as of Q1 2022.
Azimuth Capital Management sold 36,500 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q1 2022, an estimated $954K.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.65% of Azimuth Capital Management's portfolio in Q1 2022, its #48 holding.
Azimuth Capital Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2020 and has held it in 6 quarters since.
Azimuth Capital Management's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $17.5M in Q1 2021.
74 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q1 2022.

Based on Azimuth Capital Management's 13F filing for Q1 2022, filed 13 May 2022.