Freedom Investment Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Freedom Investment 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
2022 Q4	–	Sell	-9,460	Closed	-$233K	–	747
2022 Q3	$233K	Buy	9,460 +225	+2%	+$5.71K	0.03%	625
2022 Q2	$234K	Sell	9,235 -696	-7%	-$17.5K	0.03%	648
2022 Q1	$253K	Buy	9,931 +171	+2%	+$4.47K	0.02%	662
2021 Q4	$262K	Sell	9,760 -1,140	-10%	-$30.6K	0.02%	722
2021 Q3	$293K	Buy	+10,900	New	+$295K	0.02%	644

Other funds holding IBMO

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Freedom Investment Management's IBMO Position: Q4 2022 in Review

Freedom Investment Management sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q4 2022, closing a stake of 9,460 shares — an estimated $233K sold.

Freedom Investment Management first reported a position in IBMO in Q3 2021 and held it in 5 quarters. The position peaked at $293K in Q3 2021. 108 funds tracked by Wall St. Rank hold IBMO as of Q4 2022.

Freedom Investment Management reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
Freedom Investment Management sold 9,460 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q4 2022, an estimated $233K.
Freedom Investment Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q3 2021 and held it in 5 quarters.
Freedom Investment Management's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $293K in Q3 2021.
108 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q4 2022.

Based on Freedom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.