Ogorek Anthony Joseph’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Ogorek Anthony Joseph’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
2025 Q1	–	Sell	-752	Closed	-$19K	–	652
2024 Q4	$19K	Buy	752 +5	+0.7%	+$128	0.01%	182
2024 Q3	$19K	Buy	747 +5	+0.7%	+$128	0.01%	178
2024 Q2	$18K	Buy	742 +3	+0.4%	+$76	0.01%	172
2024 Q1	$18K	Hold	739	–	–	0.01%	173
2023 Q4	$18K	Hold	739	–	–	0.01%	174
2023 Q3	$18K	Hold	739	–	–	0.01%	174
2023 Q2	$18K	Buy	+739	New	+$18.7K	0.01%	164

Other funds holding IBMO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ogorek Anthony Joseph's IBMO Position: Q1 2025 in Review

Ogorek Anthony Joseph sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q1 2025, closing a stake of 752 shares — an estimated $19K sold.

Ogorek Anthony Joseph first reported a position in IBMO in Q2 2023 and held it in 7 quarters. The position peaked at $19K in Q4 2024. 178 funds tracked by Wall St. Rank hold IBMO as of Q1 2025.

Ogorek Anthony Joseph reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
Ogorek Anthony Joseph sold 752 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q1 2025, an estimated $19K.
Ogorek Anthony Joseph first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2023 and held it in 7 quarters.
Ogorek Anthony Joseph's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $19K in Q4 2024.
178 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q1 2025.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2025, filed 9 May 2025.