Cerity Partners
IBMO icon

Cerity Partners’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Cerity Partners’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
-12,094
Closed -$310K – 2509
2024
Q3 		$310K Buy
+12,094
New +$309K ﹤0.01% 2038

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cerity Partners's IBMO Position: Q4 2024 in Review

Cerity Partners sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q4 2024, closing a stake of 12,094 shares — an estimated $310K sold.

Cerity Partners first reported a position in IBMO in Q3 2024 and held it in 1 quarter. The position peaked at $310K in Q3 2024. 181 funds tracked by Wall St. Rank hold IBMO as of Q4 2024.

  • Cerity Partners reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Cerity Partners sold 12,094 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q4 2024, an estimated $310K.
  • Cerity Partners first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q3 2024 and held it in 1 quarter.
  • Cerity Partners's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $310K 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 Cerity Partners's 13F filing for Q4 2024, filed 13 Feb 2025.