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Concourse Financial Group Securities’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Concourse Financial Group Securities’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
Q2 		– Sell
-5,632
Closed -$142K – 2397
2023
Q1 		$144K Buy
5,632
+287
+5% +$7.28K 0.01% 751
2022
Q4 		$135K Hold
5,345
– – 0.01% 740
2022
Q3 		$132K Buy
+5,345
New +$136K 0.01% 644

Other funds holding IBMO

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Concourse Financial Group Securities's IBMO Position: Q2 2023 in Review

Concourse Financial Group Securities sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q2 2023, closing a stake of 5,632 shares — an estimated $142K sold.

Concourse Financial Group Securities first reported a position in IBMO in Q3 2022 and held it in 3 quarters. The position peaked at $144K in Q1 2023. 118 funds tracked by Wall St. Rank hold IBMO as of Q2 2023.

  • Concourse Financial Group Securities reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Concourse Financial Group Securities sold 5,632 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2023, an estimated $142K.
  • Concourse Financial Group Securities first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q3 2022 and held it in 3 quarters.
  • Concourse Financial Group Securities's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $144K in Q1 2023.
  • 118 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2023.

Based on Concourse Financial Group Securities's 13F filing for Q2 2023, filed 10 Aug 2023.