Corient Private Wealth
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Corient Private Wealth’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Corient Private Wealth’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-11,657
Closed -$296K – 2615
2025
Q2 		$296K Sell
11,657
-22,492
-66% -$567K ﹤0.01% 1996
2025
Q1 		$864K Sell
34,149
-266,670
-89% -$6.74M ﹤0.01% 1337
2024
Q4 		$7.57M Sell
300,819
-16,585
-5% -$420K 0.01% 585
2024
Q3 		$8.14M Sell
317,404
-12,361
-4% -$313K 0.01% 618
2024
Q2 		$8.25M Sell
329,765
-17,281
-5% -$433K 0.01% 571
2024
Q1 		$8.77M Buy
+347,046
New +$8.82M 0.02% 562
2023
Q4 		– Sell
-327,620
Closed -$8M – 2296
2023
Q3 		$8M Buy
327,620
+47,782
+17% +$1.19M 0.02% 526
2023
Q2 		$7.04M Buy
+279,838
New +$7.08M 0.02% 538

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VBFG
Vishria Bird Financial Group Memphis, Tennessee $510M AUM 12.05% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return