Corient Private Wealth
IBMO icon

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 – 2766
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 – 2294
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 $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.13B AUM 23.53% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return