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

Childress Capital 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 Q1	–	Sell	-42,100	Closed	-$1.13M	–	189
2021 Q4	$1.13M	Hold	42,100	–	–	0.47%	42
2021 Q3	$1.13M	Hold	42,100	–	–	0.46%	45
2021 Q2	$1.14M	Hold	42,100	–	–	0.52%	36
2021 Q1	$1.13M	Buy	+42,100	New	+$1.14M	0.52%	37

Other funds holding IBMO

ACM

Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Childress Capital Advisors's IBMO Position: Q1 2022 in Review

Childress Capital Advisors sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q1 2022, closing a stake of 42,100 shares — an estimated $1.13M sold.

Childress Capital Advisors first reported a position in IBMO in Q1 2021 and held it in 4 quarters. The position peaked at $1.14M in Q2 2021. 73 funds tracked by Wall St. Rank hold IBMO as of Q1 2022.

Childress Capital Advisors reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q1 2022 after selling out during the quarter.
Childress Capital Advisors sold 42,100 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q1 2022, an estimated $1.13M.
Childress Capital Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2021 and held it in 4 quarters.
Childress Capital Advisors's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $1.14M in Q2 2021.
73 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q1 2022.

Based on Childress Capital Advisors's 13F filing for Q1 2022, filed 10 May 2022.