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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 $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mutual Advisors's IBMO Position: Q2 2024 in Review

Mutual Advisors sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q2 2024, closing a stake of 8,400 shares — an estimated $213K sold.

Mutual Advisors first reported a position in IBMO in Q2 2022 and held it in 8 quarters. The position peaked at $337K in Q3 2023. 155 funds tracked by Wall St. Rank hold IBMO as of Q2 2024.

  • Mutual Advisors reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Mutual Advisors sold 8,400 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2024, an estimated $213K.
  • Mutual Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2022 and held it in 8 quarters.
  • Mutual Advisors's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $337K in Q3 2023.
  • 155 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2024.

Based on Mutual Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.