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

Paradigm Strategies in 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
2024
Q3 		– Sell
-8,496
Closed -$215K – 55
2024
Q2 		$215K Sell
8,496
-5,183
-38% -$131K 0.13% 47
2024
Q1 		$347K Buy
13,679
+196
+1% +$4.98K 0.21% 35
2023
Q4 		$344K Buy
+13,483
New +$338K 0.23% 33

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 $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Paradigm Strategies in Wealth Management's IBMO Position: Q3 2024 in Review

Paradigm Strategies in Wealth Management sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q3 2024, closing a stake of 8,496 shares — an estimated $215K sold.

Paradigm Strategies in Wealth Management first reported a position in IBMO in Q4 2023 and held it in 3 quarters. The position peaked at $347K in Q1 2024. 159 funds tracked by Wall St. Rank hold IBMO as of Q3 2024.

  • Paradigm Strategies in Wealth Management reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Paradigm Strategies in Wealth Management sold 8,496 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q3 2024, an estimated $215K.
  • Paradigm Strategies in Wealth Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2023 and held it in 3 quarters.
  • Paradigm Strategies in Wealth Management's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $347K in Q1 2024.
  • 159 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q3 2024.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2024, filed 24 Oct 2024.