Corient Private Wealth
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Corient Private Wealth’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Corient Private Wealth’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
2025
Q4 		– Sell
-14,601
Closed -$375K – 2704
2025
Q3 		$375K Sell
14,601
-8,805
-38% -$226K ﹤0.01% 1980
2025
Q2 		$600K Sell
23,406
-25,341
-52% -$647K ﹤0.01% 1604
2025
Q1 		$1.25M Sell
48,747
-320,749
-87% -$8.19M ﹤0.01% 1192
2024
Q4 		$9.41M Sell
369,496
-22,361
-6% -$571K 0.02% 527
2024
Q3 		$10.1M Sell
391,857
-16,776
-4% -$428K 0.02% 560
2024
Q2 		$10.3M Sell
408,633
-47,020
-10% -$1.19M 0.02% 520
2024
Q1 		$11.6M Buy
+455,653
New +$11.6M 0.02% 493
2023
Q4 		– Sell
-457,242
Closed -$11.3M – 2292
2023
Q3 		$11.3M Buy
457,242
+35,673
+8% +$894K 0.03% 454
2023
Q2 		$10.6M Buy
421,569
+70,387
+20% +$1.78M 0.02% 463
2023
Q1 		$8.97M Buy
351,182
+54,033
+18% +$1.37M 0.02% 449
2022
Q4 		$7.49M Buy
+297,149
New +$7.41M 0.03% 415

Other funds holding IBMO

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Corient Private Wealth's IBMO Position: Q4 2025 in Review

Corient Private Wealth sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q4 2025, closing a stake of 14,601 shares — an estimated $375K sold.

Corient Private Wealth first reported a position in IBMO in Q4 2022 and held it in 11 quarters. The position peaked at $11.6M in Q1 2024. 181 funds tracked by Wall St. Rank hold IBMO as of Q4 2025.

  • Corient Private Wealth reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Corient Private Wealth sold 14,601 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q4 2025, an estimated $375K.
  • Corient Private Wealth first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2022 and held it in 11 quarters.
  • Corient Private Wealth's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $11.6M in Q1 2024.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q4 2025.

Based on Corient Private Wealth's 13F filing for Q4 2025, filed 19 Feb 2026.