BBHC
IBMO icon

Brown Brothers Harriman & Co’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Brown Brothers Harriman & Co’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
Q4 		– Sell
-4,295
Closed -$107K – 1210
2023
Q3 		$107K Buy
+4,295
New +$108K ﹤0.01% 588

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brown Brothers Harriman & Co's IBMO Position: Q4 2023 in Review

Brown Brothers Harriman & Co sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q4 2023, closing a stake of 4,295 shares — an estimated $107K sold.

Brown Brothers Harriman & Co first reported a position in IBMO in Q3 2023 and held it in 1 quarter. The position peaked at $107K in Q3 2023. 137 funds tracked by Wall St. Rank hold IBMO as of Q4 2023.

  • Brown Brothers Harriman & Co reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Brown Brothers Harriman & Co sold 4,295 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q4 2023, an estimated $107K.
  • Brown Brothers Harriman & Co first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q3 2023 and held it in 1 quarter.
  • Brown Brothers Harriman & Co's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $107K in Q3 2023.
  • 137 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q4 2023.

Based on Brown Brothers Harriman & Co's 13F filing for Q4 2023, filed 12 Feb 2024.