Envestnet Asset Management
IBMO icon

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

Envestnet 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
2026
Q1 		$4.67M Buy
+182,173
New +$4.68M ﹤0.01% 2358
2025
Q4 		– Sell
-133,577
Closed -$3.43M – 4556
2025
Q3 		$3.43M Sell
133,577
-744,431
-85% -$19.1M ﹤0.01% 2519
2025
Q2 		$22.5M Buy
878,008
+4,507
+0.5% +$115K 0.01% 1181
2025
Q1 		$22.3M Sell
873,501
-75,521
-8% -$1.93M 0.01% 1125
2024
Q4 		$24.2M Buy
949,022
+23,950
+3% +$611K 0.01% 1084
2024
Q3 		$23.7M Buy
925,072
+40,778
+5% +$1.04M 0.01% 1075
2024
Q2 		$22.4M Buy
884,294
+28,801
+3% +$727K 0.01% 1063
2024
Q1 		$21.7M Buy
855,493
+39,686
+5% +$1.01M 0.01% 1056
2023
Q4 		$20.8M Buy
815,807
+19,476
+2% +$489K 0.01% 1018
2023
Q3 		$19.8M Sell
796,331
-14,633
-2% -$367K 0.01% 984
2023
Q2 		$20.4M Sell
810,964
-3,855
-0.5% -$97.3K 0.01% 919
2023
Q1 		$20.8M Buy
814,819
+33,132
+4% +$840K 0.01% 864
2022
Q4 		$19.7M Buy
781,687
+103,612
+15% +$2.58M 0.01% 864
2022
Q3 		$16.7M Buy
678,075
+104,117
+18% +$2.64M 0.01% 872
2022
Q2 		$14.5M Buy
573,958
+272,787
+91% +$6.87M 0.01% 959
2022
Q1 		$7.68M Buy
301,171
+27,145
+10% +$709K ﹤0.01% 1368
2021
Q4 		$7.36M Buy
274,026
+158,528
+137% +$4.26M ﹤0.01% 1373
2021
Q3 		$3.1M Buy
115,498
+19,533
+20% +$528K ﹤0.01% 1813
2021
Q2 		$2.59M Buy
95,965
+25,592
+36% +$690K ﹤0.01% 1896
2021
Q1 		$1.89M Buy
+70,373
New +$1.9M ﹤0.01% 1973

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Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.13B AUM 23.53% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return