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Karp Capital Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Karp Capital Management’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
Q2 		– Sell
-259,072
Closed -$6.61M – 148
2022
Q1 		$6.61M Buy
259,072
+18,433
+8% +$482K 0.96% 44
2021
Q4 		$6.47M Buy
+240,639
New +$6.46M 0.81% 53

Other funds holding IBMO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
ACIM
Azimuth Capital Investment Management Bloomfield Hills, Michigan $2.96B AUM 32.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SPF
Steven Patrick Farmer $6.42B AUM

Karp Capital Management's IBMO Position: Q2 2022 in Review

Karp Capital Management sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q2 2022, closing a stake of 259,072 shares — an estimated $6.61M sold.

Karp Capital Management first reported a position in IBMO in Q4 2021 and held it in 2 quarters. The position peaked at $6.61M in Q1 2022. 85 funds tracked by Wall St. Rank hold IBMO as of Q2 2022.

  • Karp Capital Management reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Karp Capital Management sold 259,072 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2022, an estimated $6.61M.
  • Karp Capital Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2021 and held it in 2 quarters.
  • Karp Capital Management's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $6.61M in Q1 2022.
  • 85 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2022.

Based on Karp Capital Management's 13F filing for Q2 2022, filed 15 Jul 2022.