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Creekmur Asset Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Creekmur Asset Management’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
Q1 		– Sell
-1,857
Closed -$47.3K – 879
2024
Q4 		$47.3K Hold
1,857
– – 0.01% 242
2024
Q3 		$47.6K Hold
1,857
– – 0.01% 247
2024
Q2 		$47K Buy
+1,857
New +$46.9K 0.01% 270

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creekmur Asset Management's IBMO Position: Q1 2025 in Review

Creekmur Asset Management sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q1 2025, closing a stake of 1,857 shares — an estimated $47.3K sold.

Creekmur Asset Management first reported a position in IBMO in Q2 2024 and held it in 3 quarters. The position peaked at $47.6K in Q3 2024. 178 funds tracked by Wall St. Rank hold IBMO as of Q1 2025.

  • Creekmur Asset Management reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Creekmur Asset Management sold 1,857 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q1 2025, an estimated $47.3K.
  • Creekmur Asset Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2024 and held it in 3 quarters.
  • Creekmur Asset Management's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $47.6K in Q3 2024.
  • 178 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q1 2025.

Based on Creekmur Asset Management's 13F filing for Q1 2025, filed 5 May 2025.