CG
IBMO icon

Colony Group’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Colony Group’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
2023
Q3 		$829K Buy
33,409
+1,000
+3% +$25.1K 0.01% 459
2023
Q2 		$816K Buy
32,409
+23,409
+260% +$591K 0.01% 471
2023
Q1 		$230K Sell
9,000
-500
-5% -$12.7K ﹤0.01% 719
2022
Q4 		$239K Buy
+9,500
New +$237K ﹤0.01% 759

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Colony Group's IBMO Position: Q3 2023 in Review

Colony Group increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 3.1% in Q3 2023, buying an estimated $25.1K and bringing the position to 33,409 shares worth $829K. The position accounts for 0.01% of the portfolio, ranked #459.

Colony Group first reported a position in IBMO in Q4 2022 and has held it in 4 quarters since. 118 funds tracked by Wall St. Rank hold IBMO as of Q3 2023.

  • Colony Group held 33,409 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $829K as of Q3 2023.
  • Colony Group bought 1,000 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q3 2023, an estimated $25.1K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.01% of Colony Group's portfolio in Q3 2023, its #459 holding.
  • Colony Group first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2022 and has held it in 4 quarters since.
  • 118 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q3 2023.

Based on Colony Group's 13F filing for Q3 2023, filed 14 Nov 2023.