HighTower Advisors
IBMO icon

HighTower Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

HighTower 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
2026
Q1 		$6.87M Buy
268,149
+3,059
+1% +$78.5K 0.01% 1044
2025
Q4 		$6.8M Sell
265,090
-45,214
-15% -$1.16M 0.01% 1032
2025
Q3 		$7.96M Sell
310,304
-19,675
-6% -$505K 0.01% 944
2025
Q2 		$8.46M Sell
329,979
-14,649
-4% -$374K 0.01% 869
2025
Q1 		$8.81M Sell
344,628
-6,470
-2% -$165K 0.01% 817
2024
Q4 		$8.94M Buy
351,098
+56,367
+19% +$1.44M 0.01% 797
2024
Q3 		$7.56M Buy
294,731
+33,366
+13% +$851K 0.01% 862
2024
Q2 		$6.61M Buy
261,365
+21,454
+9% +$542K 0.01% 887
2024
Q1 		$6.08M Sell
239,911
-21,730
-8% -$553K 0.01% 887
2023
Q4 		$6.68M Buy
261,641
+224,189
+599% +$5.63M 0.01% 847
2023
Q3 		$927K Sell
37,452
-237,776
-86% -$5.96M ﹤0.01% 1826
2023
Q2 		$6.93M Buy
275,228
+21,362
+8% +$539K 0.01% 771
2023
Q1 		$6.48M Buy
253,866
+23,703
+10% +$601K 0.01% 753
2022
Q4 		$5.8M Buy
230,163
+5,843
+3% +$146K 0.01% 793
2022
Q3 		$5.53M Buy
224,320
+200,643
+847% +$5.09M 0.01% 762
2022
Q2 		$599K Sell
23,677
-186,216
-89% -$4.69M ﹤0.01% 1933
2022
Q1 		$5.35M Sell
209,893
-49
-0% -$1.28K 0.01% 854
2021
Q4 		$5.64M Buy
209,942
+3,282
+2% +$88.1K 0.01% 845
2021
Q3 		$5.56M Sell
206,660
-1,720
-0.8% -$46.5K 0.01% 774
2021
Q2 		$5.62M Buy
208,380
+68,334
+49% +$1.84M 0.02% 750
2021
Q1 		$3.76M Buy
+140,046
New +$3.78M 0.01% 846

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NA
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LIA
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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