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PFS Investments’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

PFS Investments’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
2023
Q2 		$2.14M Sell
84,830
-3,899
-4% -$98.4K 0.03% 318
2023
Q1 		$2.27M Buy
88,729
+8,588
+11% +$218K 0.04% 292
2022
Q4 		$2.02M Buy
+80,141
New +$2M 0.04% 288

Other funds holding IBMO

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PFS Investments's IBMO Position: Q2 2023 in Review

PFS Investments reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 4.4% in Q2 2023, selling an estimated $98.4K and leaving 84,830 shares worth $2.14M. The position accounts for 0.03% of the portfolio, ranked #318.

PFS Investments first reported a position in IBMO in Q4 2022 and has held it in 3 quarters since. The position peaked at $2.27M in Q1 2023. 118 funds tracked by Wall St. Rank hold IBMO as of Q2 2023.

  • PFS Investments held 84,830 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $2.14M as of Q2 2023.
  • PFS Investments sold 3,899 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2023, an estimated $98.4K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.03% of PFS Investments's portfolio in Q2 2023, its #318 holding.
  • PFS Investments first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2022 and has held it in 3 quarters since.
  • PFS Investments's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $2.27M in Q1 2023.
  • 118 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.