Cary Street Partners Investment Advisory’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Cary Street Partners Investment Advisory’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 Q4	–	Sell	-9,595	Closed	-$246K	–	606
2024 Q3	$246K	Sell	9,595 -43	-0.4%	-$1.1K	0.01%	670
2024 Q2	$244K	Buy	+9,638	New	+$243K	0.01%	660
2023 Q4	–	Sell	-330	Closed	-$8.19K	–	1165
2023 Q3	$8.19K	Buy	+330	New	+$8.27K	﹤0.01%	1345

Other funds holding IBMO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cary Street Partners Investment Advisory's IBMO Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q4 2024, closing a stake of 9,595 shares — an estimated $246K sold.

Cary Street Partners Investment Advisory first reported a position in IBMO in Q3 2023 and held it in 3 quarters. The position peaked at $246K in Q3 2024. 181 funds tracked by Wall St. Rank hold IBMO as of Q4 2024.

Cary Street Partners Investment Advisory reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 9,595 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q4 2024, an estimated $246K.
Cary Street Partners Investment Advisory first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q3 2023 and held it in 3 quarters.
Cary Street Partners Investment Advisory's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $246K in Q3 2024.
181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.