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

BerganKDV 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
2023 Q2	$66.3K	Buy	+2,632	New	+$66.5K	0.01%	349

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 22.96% 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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BerganKDV Wealth Management's IBMO Position: Q2 2023 in Review

BerganKDV Wealth Management opened a new position in iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q2 2023: 2,632 shares worth $66.3K. The stake represents 0.01% of the portfolio and ranks #349 among its holdings.

118 funds tracked by Wall St. Rank hold IBMO as of Q2 2023.

BerganKDV Wealth Management held 2,632 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $66.3K as of Q2 2023.
iShares iBonds Dec 2026 Term Muni Bond ETF was a new BerganKDV Wealth Management position in Q2 2023.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #349 holding.
118 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.