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Capital One Financial’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Capital One Financial’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
2020
Q4 		– Sell
-12,998
Closed -$350K – 219
2020
Q3 		$350K Hold
12,998
– – 0.04% 194
2020
Q2 		$347K Hold
12,998
– – 0.05% 219
2020
Q1 		$335K Buy
+12,998
New +$339K 0.05% 230

Other funds holding IBMO

ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Capital One Financial's IBMO Position: Q4 2020 in Review

Capital One Financial sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q4 2020, closing a stake of 12,998 shares — an estimated $350K sold.

Capital One Financial first reported a position in IBMO in Q1 2020 and held it in 3 quarters. The position peaked at $350K in Q3 2020. 50 funds tracked by Wall St. Rank hold IBMO as of Q4 2020.

  • Capital One Financial reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Capital One Financial sold 12,998 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q4 2020, an estimated $350K.
  • Capital One Financial first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2020 and held it in 3 quarters.
  • Capital One Financial's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $350K in Q3 2020.
  • 50 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q4 2020.

Based on Capital One Financial's 13F filing for Q4 2020, filed 11 Feb 2021.