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Mutual Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Mutual 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
2024
Q2 		– Sell
-8,400
Closed -$213K – 1119
2024
Q1 		$213K Sell
8,400
-770
-8% -$19.6K 0.01% 1018
2023
Q4 		$234K Sell
9,170
-4,415
-32% -$111K 0.01% 909
2023
Q3 		$337K Buy
13,585
+3,993
+42% +$100K 0.01% 745
2023
Q2 		$242K Sell
9,592
-88
-0.9% -$2.22K 0.01% 882
2023
Q1 		$247K Sell
9,680
-18
-0.2% -$457 0.01% 839
2022
Q4 		$244K Hold
9,698
– – 0.01% 806
2022
Q3 		$239K Hold
9,698
– – 0.01% 779
2022
Q2 		$246K Buy
+9,698
New +$244K 0.02% 734

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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 $501B AUM 22.01% 1-Year Est. Return