Forvis Mazars Wealth Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Forvis Mazars Wealth Advisors’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
2024 Q2	–	Sell	-8,000	Closed	-$203K	–	406
2024 Q1	$203K	Hold	8,000	–	–	0.01%	386
2023 Q4	$204K	Buy	+8,000	New	+$201K	0.01%	374
2023 Q3	–	Sell	-8,000	Closed	-$201K	–	397
2023 Q2	$201K	Hold	8,000	–	–	0.01%	396
2023 Q1	$204K	Hold	8,000	–	–	0.01%	393
2022 Q4	$202K	Buy	+8,000	New	+$199K	0.01%	378
2022 Q3	–	Sell	-8,000	Closed	-$203K	–	391
2022 Q2	$203K	Hold	8,000	–	–	0.01%	376
2022 Q1	$204K	Hold	8,000	–	–	0.01%	293
2021 Q4	$215K	Hold	8,000	–	–	0.01%	274
2021 Q3	$215K	Hold	8,000	–	–	0.01%	261
2021 Q2	$216K	Hold	8,000	–	–	0.01%	250
2021 Q1	$215K	Hold	8,000	–	–	0.01%	261
2020 Q4	$217K	Hold	8,000	–	–	0.01%	341
2020 Q3	$215K	Hold	8,000	–	–	0.01%	306
2020 Q2	$213K	Hold	8,000	–	–	0.01%	294
2020 Q1	$206K	Hold	8,000	–	–	0.02%	269
2019 Q4	$208K	Hold	8,000	–	–	0.02%	278
2019 Q3	$207K	Hold	8,000	–	–	0.02%	252
2019 Q2	$205K	Buy	+8,000	New	+$203K	0.02%	251

Other funds holding IBMO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Forvis Mazars Wealth Advisors's IBMO Position: Q2 2024 in Review

Forvis Mazars Wealth Advisors sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q2 2024, closing a stake of 8,000 shares — an estimated $203K sold.

Forvis Mazars Wealth Advisors first reported a position in IBMO in Q2 2019 and held it in 18 quarters. The position peaked at $217K in Q4 2020. 155 funds tracked by Wall St. Rank hold IBMO as of Q2 2024.

Forvis Mazars Wealth Advisors reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 8,000 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2024, an estimated $203K.
Forvis Mazars Wealth Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2019 and held it in 18 quarters.
Forvis Mazars Wealth Advisors's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $217K in Q4 2020.
155 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2024.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.