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Patten Group’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Patten Group’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
Q3 		– Sell
-9,111
Closed -$233K – 286
2025
Q2 		$233K Hold
9,111
– – 0.05% 244
2025
Q1 		$233K Hold
9,111
– – 0.05% 243
2024
Q4 		$232K Sell
9,111
-578
-6% -$14.8K 0.05% 245
2024
Q3 		$249K Hold
9,689
– – 0.06% 235
2024
Q2 		$245K Hold
9,689
– – 0.06% 234
2024
Q1 		$246K Hold
9,689
– – 0.06% 233
2023
Q4 		$247K Buy
+9,689
New +$243K 0.07% 218

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
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
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return