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Northcape Wealth Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Northcape Wealth Management’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
Q1 		– Sell
-9,750
Closed -$262K – 154
2021
Q4 		$262K Buy
+9,750
New +$262K 0.09% 110

Other funds holding IBMO

ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Northcape Wealth Management's IBMO Position: Q1 2022 in Review

Northcape Wealth Management sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q1 2022, closing a stake of 9,750 shares — an estimated $262K sold.

Northcape Wealth Management first reported a position in IBMO in Q4 2021 and held it in 1 quarter. The position peaked at $262K in Q4 2021. 74 funds tracked by Wall St. Rank hold IBMO as of Q1 2022.

  • Northcape Wealth Management reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Northcape Wealth Management sold 9,750 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q1 2022, an estimated $262K.
  • Northcape Wealth Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2021 and held it in 1 quarter.
  • Northcape Wealth Management's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $262K in Q4 2021.
  • 74 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q1 2022.

Based on Northcape Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.