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MB, Levis & Associates’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

MB, Levis & Associates’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
2023
Q4 		– Sell
-12,960
Closed -$322K – 281
2023
Q3 		$322K Sell
12,960
-225
-2% -$5.64K 0.21% 49
2023
Q2 		$332K Sell
13,185
-1,546
-10% -$39K 0.21% 46
2023
Q1 		$376K Buy
14,731
+2,623
+22% +$66.5K 0.26% 44
2022
Q4 		$305K Buy
+12,108
New +$302K 0.24% 44

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MB, Levis & Associates's IBMO Position: Q4 2023 in Review

MB, Levis & Associates sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q4 2023, closing a stake of 12,960 shares — an estimated $322K sold.

MB, Levis & Associates first reported a position in IBMO in Q4 2022 and held it in 4 quarters. The position peaked at $376K in Q1 2023. 137 funds tracked by Wall St. Rank hold IBMO as of Q4 2023.

  • MB, Levis & Associates reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • MB, Levis & Associates sold 12,960 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q4 2023, an estimated $322K.
  • MB, Levis & Associates first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2022 and held it in 4 quarters.
  • MB, Levis & Associates's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $376K in Q1 2023.
  • 137 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q4 2023.

Based on MB, Levis & Associates's 13F filing for Q4 2023, filed 7 May 2025.