KC
IBMO icon

Kades & Cheifetz’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Kades & Cheifetz’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
2024
Q4 		$854K Buy
33,529
+9,675
+41% +$247K 0.44% 53
2024
Q3 		$612K Buy
23,854
+3,633
+18% +$92.7K 0.35% 56
2024
Q2 		$512K Buy
20,221
+4,891
+32% +$123K 0.32% 58
2024
Q1 		$389K Buy
15,330
+3,178
+26% +$80.8K 0.25% 60
2023
Q4 		$310K Buy
12,152
+1,833
+18% +$46K 0.22% 67
2023
Q3 		$256K Buy
10,319
+14
+0.1% +$351 0.2% 66
2023
Q2 		$259K Hold
10,305
– – 0.2% 69
2023
Q1 		$263K Hold
10,305
– – 0.21% 67
2022
Q4 		$260K Buy
+10,305
New +$257K 0.22% 68

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kades & Cheifetz's IBMO Position: Q4 2024 in Review

Kades & Cheifetz increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 41% in Q4 2024, buying an estimated $247K and bringing the position to 33,529 shares worth $854K. The position accounts for 0.44% of the portfolio, ranked #53.

Kades & Cheifetz first reported a position in IBMO in Q4 2022 and has held it in 9 quarters since. 181 funds tracked by Wall St. Rank hold IBMO as of Q4 2024.

  • Kades & Cheifetz held 33,529 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $854K as of Q4 2024.
  • Kades & Cheifetz bought 9,675 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q4 2024, an estimated $247K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.44% of Kades & Cheifetz's portfolio in Q4 2024, its #53 holding.
  • Kades & Cheifetz first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2022 and has held it in 9 quarters since.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.