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Homrich & Berg’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Homrich & Berg’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
2021
Q3 		$272K Hold
10,131
– – 0.01% 377
2021
Q2 		$273K Buy
+10,131
New +$273K 0.01% 386

Other funds holding IBMO

ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Homrich & Berg's IBMO Position: Q3 2021 in Review

Homrich & Berg held its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) position steady in Q3 2021 at 10,131 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #377.

Homrich & Berg first reported a position in IBMO in Q2 2021 and has held it in 2 quarters since. The position peaked at $273K in Q2 2021. 67 funds tracked by Wall St. Rank hold IBMO as of Q3 2021.

  • Homrich & Berg held 10,131 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $272K as of Q3 2021.
  • Homrich & Berg left its iShares iBonds Dec 2026 Term Muni Bond ETF share count unchanged in Q3 2021.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.01% of Homrich & Berg's portfolio in Q3 2021, its #377 holding.
  • Homrich & Berg first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2021 and has held it in 2 quarters since.
  • Homrich & Berg's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $273K in Q2 2021.
  • 67 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.