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CGN Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

CGN Advisors’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
-27,534
Closed -$702K – 219
2022
Q1 		$702K Sell
27,534
-10,323
-27% -$270K 0.18% 119
2021
Q4 		$1.02M Buy
37,857
+5,308
+16% +$143K 0.26% 87
2021
Q3 		$875K Buy
32,549
+1,827
+6% +$49.4K 0.29% 82
2021
Q2 		$829K Buy
30,722
+1,498
+5% +$40.4K 0.26% 86
2021
Q1 		$784K Buy
29,224
+6,004
+26% +$162K 0.28% 79
2020
Q4 		$629K Buy
+23,220
New +$626K 0.25% 92

Other funds holding IBMO

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
ACIM
Azimuth Capital Investment Management Bloomfield Hills, Michigan $2.66B AUM 22.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SPF
Steven Patrick Farmer $6.42B AUM