Lee Financial’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Lee Financial’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	-51,300	Closed	-$1.26M	–	964
2022 Q3	$1.26M	Hold	51,300	–	–	0.24%	59
2022 Q2	$1.3M	Hold	51,300	–	–	0.24%	57
2022 Q1	$1.31M	Hold	51,300	–	–	0.23%	56
2021 Q4	$1.38M	Hold	51,300	–	–	0.26%	50
2021 Q3	$1.38M	Hold	51,300	–	–	0.29%	51
2021 Q2	$1.38M	Hold	51,300	–	–	0.29%	54
2021 Q1	$1.38M	Hold	51,300	–	–	0.33%	51
2020 Q4	$1.39M	Hold	51,300	–	–	0.36%	45
2020 Q3	$1.38M	Hold	51,300	–	–	0.39%	45
2020 Q2	$1.37M	Buy	51,300 +12,800	+33%	+$336K	0.38%	44
2020 Q1	$993K	Hold	38,500	–	–	0.33%	49
2019 Q4	$999K	Buy	+38,500	New	+$997K	0.22%	64

Other funds holding IBMO

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lee Financial's IBMO Position: Q4 2022 in Review

Lee Financial sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q4 2022, closing a stake of 51,300 shares — an estimated $1.26M sold.

Lee Financial first reported a position in IBMO in Q4 2019 and held it in 12 quarters. The position peaked at $1.39M in Q4 2020. 108 funds tracked by Wall St. Rank hold IBMO as of Q4 2022.

Lee Financial reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
Lee Financial sold 51,300 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q4 2022, an estimated $1.26M.
Lee Financial first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2019 and held it in 12 quarters.
Lee Financial's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $1.39M in Q4 2020.
108 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q4 2022.

Based on Lee Financial's 13F filing for Q4 2022, filed 9 Feb 2023.