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Benjamin F. Edwards & Company’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Benjamin F. Edwards & Company’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 		$987K Sell
38,971
-2,276
-6% -$57.5K 0.02% 525
2024
Q1 		$1.05M Buy
41,247
+34,839
+544% +$886K 0.02% 497
2023
Q4 		$163K Hold
6,408
– – ﹤0.01% 936
2023
Q3 		$159K Sell
6,408
-48,718
-88% -$1.22M 0.01% 789
2023
Q2 		$1.39M Buy
55,126
+1,115
+2% +$28.2K 0.05% 306
2023
Q1 		$1.38M Buy
54,011
+52,401
+3,255% +$1.33M 0.06% 283
2022
Q4 		$41K Buy
+1,610
New +$40.1K ﹤0.01% 1130
2022
Q3 		– Sell
-8,347
Closed -$212K – 1862
2022
Q2 		$212K Sell
8,347
-38
-0.5% -$957 0.01% 657
2022
Q1 		$214K Buy
8,385
+2,528
+43% +$66.1K 0.01% 668
2021
Q4 		$157K Buy
5,857
+3,255
+125% +$87.4K 0.01% 755
2021
Q3 		$70K Sell
2,602
-7,602
-75% -$206K ﹤0.01% 943
2021
Q2 		$275K Buy
10,204
+7,312
+253% +$197K 0.01% 577
2021
Q1 		$78K Sell
2,892
-6,116
-68% -$165K ﹤0.01% 897
2020
Q4 		$244K Buy
9,008
+38
+0.4% +$1.02K 0.01% 590
2020
Q3 		$241K Buy
8,970
+4,145
+86% +$112K 0.02% 547
2020
Q2 		$129K Sell
4,825
-506
-9% -$13.3K 0.01% 669
2020
Q1 		$138K Buy
5,331
+57
+1% +$1.49K 0.01% 602
2019
Q4 		$137K Sell
5,274
-249
-5% -$6.45K 0.01% 703
2019
Q3 		$143K Buy
+5,523
New +$143K 0.01% 649

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 22.96% 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

Benjamin F. Edwards & Company's IBMO Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 5.5% in Q2 2024, selling an estimated $57.5K and leaving 38,971 shares worth $987K. The position accounts for 0.02% of the portfolio, ranked #525.

Benjamin F. Edwards & Company first reported a position in IBMO in Q3 2019 and has held it in 19 quarters since. The position peaked at $1.39M in Q2 2023. 155 funds tracked by Wall St. Rank hold IBMO as of Q2 2024.

  • Benjamin F. Edwards & Company held 38,971 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $987K as of Q2 2024.
  • Benjamin F. Edwards & Company sold 2,276 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2024, an estimated $57.5K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.02% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #525 holding.
  • Benjamin F. Edwards & Company first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q3 2019 and has held it in 19 quarters since.
  • Benjamin F. Edwards & Company's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $1.39M in Q2 2023.
  • 155 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.