Capital Asset Advisory Services’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Capital Asset Advisory Services’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 Q2	–	Sell	-555	Closed	-$14K	–	590
2022 Q1	$14K	Hold	555	–	–	﹤0.01%	465
2021 Q4	$15K	Hold	555	–	–	﹤0.01%	493
2021 Q3	$15K	Hold	555	–	–	﹤0.01%	567
2021 Q2	$15K	Buy	+555	New	+$15K	﹤0.01%	601

Other funds holding IBMO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

ACIM

Azimuth Capital Investment Management Bloomfield Hills, Michigan $2.96B AUM 32.75% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

SPF

Steven Patrick Farmer $6.42B AUM

Capital Asset Advisory Services's IBMO Position: Q2 2022 in Review

Capital Asset Advisory Services sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q2 2022, closing a stake of 555 shares — an estimated $14K sold.

Capital Asset Advisory Services first reported a position in IBMO in Q2 2021 and held it in 4 quarters. The position peaked at $15K in Q4 2021. 85 funds tracked by Wall St. Rank hold IBMO as of Q2 2022.

Capital Asset Advisory Services reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
Capital Asset Advisory Services sold 555 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2022, an estimated $14K.
Capital Asset Advisory Services first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2021 and held it in 4 quarters.
Capital Asset Advisory Services's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $15K in Q4 2021.
85 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2022.

Based on Capital Asset Advisory Services's 13F filing for Q2 2022, filed 11 Aug 2022.