Brandywine Oak Private Wealth’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Brandywine Oak Private Wealth’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	-14,902	Closed	-$376K	–	256
2022 Q4	$376K	Sell	14,902 -6,739	-31%	-$168K	0.05%	178
2022 Q3	$533K	Sell	21,641 -5,809	-21%	-$147K	0.07%	149
2022 Q2	$695K	Sell	27,450 -8	-0%	-$201	0.09%	141
2022 Q1	$700K	Buy	27,458 +5,068	+23%	+$132K	0.08%	156
2021 Q4	$632K	Buy	22,390 +10,253	+84%	+$275K	0.07%	177
2021 Q3	$326K	Buy	12,137 +269	+2%	+$7.28K	0.04%	237
2021 Q2	$320K	Buy	+11,868	New	+$320K	0.04%	244

Other funds holding IBMO

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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 $27.7B AUM 22.98% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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

Brandywine Oak Private Wealth's IBMO Position: Q1 2023 in Review

Brandywine Oak Private Wealth sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q1 2023, closing a stake of 14,902 shares — an estimated $376K sold.

Brandywine Oak Private Wealth first reported a position in IBMO in Q2 2021 and held it in 7 quarters. The position peaked at $700K in Q1 2022. 114 funds tracked by Wall St. Rank hold IBMO as of Q1 2023.

Brandywine Oak Private Wealth reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q1 2023 after selling out during the quarter.
Brandywine Oak Private Wealth sold 14,902 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q1 2023, an estimated $376K.
Brandywine Oak Private Wealth first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2021 and held it in 7 quarters.
Brandywine Oak Private Wealth's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $700K in Q1 2022.
114 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q1 2023.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2023, filed 10 May 2023.