Garden State Investment Advisory Services’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Garden State Investment 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
2025 Q2	–	Sell	-10,690	Closed	-$273K	–	323
2025 Q1	$273K	Sell	10,690 -6,348	-37%	-$162K	0.09%	194
2024 Q4	$434K	Sell	17,038 -2,300	-12%	-$58.7K	0.13%	137
2024 Q3	$496K	Sell	19,338 -4,636	-19%	-$118K	0.16%	117
2024 Q2	$607K	Sell	23,974 -10,014	-29%	-$253K	0.21%	92
2024 Q1	$862K	Sell	33,988 -1	-0%	-$25	0.32%	67
2023 Q4	$867K	Sell	33,989 -4,309	-11%	-$108K	0.34%	63
2023 Q3	$950K	Buy	38,298 +4,628	+14%	+$116K	0.44%	48
2023 Q2	$848K	Buy	33,670 +14,679	+77%	+$371K	0.33%	62
2023 Q1	$485K	Buy	18,991 +52	+0.3%	+$1.32K	0.21%	93
2022 Q4	$477K	Buy	+18,939	New	+$472K	0.28%	82

Other funds holding IBMO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Garden State Investment Advisory Services's IBMO Position: Q2 2025 in Review

Garden State Investment Advisory Services sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q2 2025, closing a stake of 10,690 shares — an estimated $273K sold.

Garden State Investment Advisory Services first reported a position in IBMO in Q4 2022 and held it in 10 quarters. The position peaked at $950K in Q3 2023. 173 funds tracked by Wall St. Rank hold IBMO as of Q2 2025.

Garden State Investment Advisory Services reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
Garden State Investment Advisory Services sold 10,690 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2025, an estimated $273K.
Garden State Investment Advisory Services first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2022 and held it in 10 quarters.
Garden State Investment Advisory Services's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $950K in Q3 2023.
173 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2025.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2025, filed 14 Aug 2025.