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

PFG Private 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
2025 Q1	–	Sell	-21,172	Closed	-$539K	–	283
2024 Q4	$539K	Buy	21,172 +520	+3%	+$13.3K	0.31%	24
2024 Q3	$530K	Buy	20,652 +1,261	+7%	+$32.2K	0.31%	26
2024 Q2	$491K	Buy	19,391 +2,106	+12%	+$53.2K	0.3%	27
2024 Q1	$438K	Buy	+17,285	New	+$439K	0.28%	28

Other funds holding IBMO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

KCM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PFG Private Wealth Management's IBMO Position: Q1 2025 in Review

PFG Private Wealth Management sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q1 2025, closing a stake of 21,172 shares — an estimated $539K sold.

PFG Private Wealth Management first reported a position in IBMO in Q1 2024 and held it in 4 quarters. The position peaked at $539K in Q4 2024. 178 funds tracked by Wall St. Rank hold IBMO as of Q1 2025.

PFG Private Wealth Management reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
PFG Private Wealth Management sold 21,172 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q1 2025, an estimated $539K.
PFG Private Wealth Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2024 and held it in 4 quarters.
PFG Private Wealth Management's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $539K 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 PFG Private Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.