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Carr Financial Group’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Carr Financial Group’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
2024
Q2 		– Sell
-8,000
Closed -$203K – 190
2024
Q1 		$203K Hold
8,000
– – 0.07% 174
2023
Q4 		$204K Buy
+8,000
New +$201K 0.08% 161
2023
Q3 		– Sell
-8,000
Closed -$201K – 167
2023
Q2 		$201K Hold
8,000
– – 0.08% 173
2023
Q1 		$204K Buy
+8,000
New +$203K 0.09% 167

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Carr Financial Group's IBMO Position: Q2 2024 in Review

Carr Financial Group sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q2 2024, closing a stake of 8,000 shares — an estimated $203K sold.

Carr Financial Group first reported a position in IBMO in Q1 2023 and held it in 4 quarters. The position peaked at $204K in Q1 2023. 155 funds tracked by Wall St. Rank hold IBMO as of Q2 2024.

  • Carr Financial Group reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Carr Financial Group sold 8,000 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2024, an estimated $203K.
  • Carr Financial Group first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2023 and held it in 4 quarters.
  • Carr Financial Group's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $204K in Q1 2023.
  • 155 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2024.

Based on Carr Financial Group's 13F filing for Q2 2024, filed 12 Jul 2024.