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Klaas Financial Asset Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Klaas Financial Asset 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
2021
Q4 		– Sell
-369
Closed -$10K – 89
2021
Q3 		$10K Hold
369
– – ﹤0.01% 69
2021
Q2 		$10K Hold
369
– – ﹤0.01% 75
2021
Q1 		$10K Buy
+369
New +$9.96K ﹤0.01% 67

Other funds holding IBMO

ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Klaas Financial Asset Advisors's IBMO Position: Q4 2021 in Review

Klaas Financial Asset Advisors sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q4 2021, closing a stake of 369 shares — an estimated $10K sold.

Klaas Financial Asset Advisors first reported a position in IBMO in Q1 2021 and held it in 3 quarters. The position peaked at $10K in Q3 2021. 72 funds tracked by Wall St. Rank hold IBMO as of Q4 2021.

  • Klaas Financial Asset Advisors reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Klaas Financial Asset Advisors sold 369 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q4 2021, an estimated $10K.
  • Klaas Financial Asset Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2021 and held it in 3 quarters.
  • Klaas Financial Asset Advisors's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $10K in Q3 2021.
  • 72 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q4 2021.

Based on Klaas Financial Asset Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.