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

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

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