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Beaird Harris Wealth Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Beaird Harris Wealth 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
2024
Q2 		– Sell
-72
Closed -$1.83K – 756
2024
Q1 		$1.83K Buy
+72
New +$1.83K ﹤0.01% 481

Other funds holding IBMO

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

Beaird Harris Wealth Management's IBMO Position: Q2 2024 in Review

Beaird Harris Wealth Management sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q2 2024, closing a stake of 72 shares — an estimated $1.83K sold.

Beaird Harris Wealth Management first reported a position in IBMO in Q1 2024 and held it in 1 quarter. The position peaked at $1.83K in Q1 2024. 155 funds tracked by Wall St. Rank hold IBMO as of Q2 2024.

  • Beaird Harris Wealth Management reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 72 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2024, an estimated $1.83K.
  • Beaird Harris Wealth Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2024 and held it in 1 quarter.
  • Beaird Harris Wealth Management's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $1.83K in Q1 2024.
  • 155 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2024, filed 15 Aug 2024.