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BRR OpCo’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

BRR OpCo’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
2022
Q3 		$3.96M Buy
+160,695
New +$4.08M 0.49% 25

Other funds holding IBMO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BRR OpCo's IBMO Position: Q3 2022 in Review

BRR OpCo opened a new position in iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q3 2022: 160,695 shares worth $3.96M. The stake represents 0.49% of the portfolio and ranks #25 among its holdings.

89 funds tracked by Wall St. Rank hold IBMO as of Q3 2022.

  • BRR OpCo held 160,695 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $3.96M as of Q3 2022.
  • iShares iBonds Dec 2026 Term Muni Bond ETF was a new BRR OpCo position in Q3 2022.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.49% of BRR OpCo's portfolio in Q3 2022, its #25 holding.
  • 89 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q3 2022.

Based on BRR OpCo's 13F filing for Q3 2022, filed 8 Nov 2022.