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J.W. Cole Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

J.W. Cole 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
2022
Q4 		– Sell
-9,769
Closed -$241K – 755
2022
Q3 		$241K Buy
+9,769
New +$248K 0.02% 617

Other funds holding IBMO

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
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
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

J.W. Cole Advisors's IBMO Position: Q4 2022 in Review

J.W. Cole Advisors sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q4 2022, closing a stake of 9,769 shares — an estimated $241K sold.

J.W. Cole Advisors first reported a position in IBMO in Q3 2022 and held it in 1 quarter. The position peaked at $241K in Q3 2022. 108 funds tracked by Wall St. Rank hold IBMO as of Q4 2022.

  • J.W. Cole Advisors reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • J.W. Cole Advisors sold 9,769 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q4 2022, an estimated $241K.
  • J.W. Cole Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q3 2022 and held it in 1 quarter.
  • J.W. Cole Advisors's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $241K in Q3 2022.
  • 108 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q4 2022.

Based on J.W. Cole Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.