FAAS
IBMO icon

First Allied Advisory Services’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

First Allied Advisory Services’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
2019
Q4 		– Sell
-5,000
Closed -$130K – 1370
2019
Q3 		$130K Buy
+5,000
New +$130K ﹤0.01% 1181

Other funds holding IBMO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
BPWA
Beacon Pointe Wealth Advisors Newport Beach, California $543M AUM 23.61% 1-Year Est. Return
CONA
Capital One National Association New York $756M AUM
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

First Allied Advisory Services's IBMO Position: Q4 2019 in Review

First Allied Advisory Services sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q4 2019, closing a stake of 5,000 shares — an estimated $130K sold.

First Allied Advisory Services first reported a position in IBMO in Q3 2019 and held it in 1 quarter. The position peaked at $130K in Q3 2019. 23 funds tracked by Wall St. Rank hold IBMO as of Q4 2019.

  • First Allied Advisory Services reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q4 2019 after selling out during the quarter.
  • First Allied Advisory Services sold 5,000 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q4 2019, an estimated $130K.
  • First Allied Advisory Services first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q3 2019 and held it in 1 quarter.
  • First Allied Advisory Services's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $130K in Q3 2019.
  • 23 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.