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D.A. Davidson & Co’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

D.A. Davidson & Co’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
Q1 		– Sell
-27,298
Closed -$688K – 1374
2022
Q4 		$688K Buy
+27,298
New +$681K 0.01% 754

Other funds holding IBMO

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

D.A. Davidson & Co's IBMO Position: Q1 2023 in Review

D.A. Davidson & Co sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q1 2023, closing a stake of 27,298 shares — an estimated $688K sold.

D.A. Davidson & Co first reported a position in IBMO in Q4 2022 and held it in 1 quarter. The position peaked at $688K in Q4 2022. 114 funds tracked by Wall St. Rank hold IBMO as of Q1 2023.

  • D.A. Davidson & Co reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q1 2023 after selling out during the quarter.
  • D.A. Davidson & Co sold 27,298 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q1 2023, an estimated $688K.
  • D.A. Davidson & Co first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2022 and held it in 1 quarter.
  • D.A. Davidson & Co's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $688K in Q4 2022.
  • 114 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q1 2023.

Based on D.A. Davidson & Co's 13F filing for Q1 2023, filed 25 Apr 2023.