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Pittenger & Anderson Inc’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Pittenger & Anderson Inc’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
Q1 		– Sell
-2,261
Closed -$57K – 446
2022
Q4 		$57K Buy
+2,261
New +$56.4K ﹤0.01% 268

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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Pittenger & Anderson Inc's IBMO Position: Q1 2023 in Review

Pittenger & Anderson Inc sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q1 2023, closing a stake of 2,261 shares — an estimated $57K sold.

Pittenger & Anderson Inc first reported a position in IBMO in Q4 2022 and held it in 1 quarter. The position peaked at $57K in Q4 2022. 114 funds tracked by Wall St. Rank hold IBMO as of Q1 2023.

  • Pittenger & Anderson Inc reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Pittenger & Anderson Inc sold 2,261 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q1 2023, an estimated $57K.
  • Pittenger & Anderson Inc first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2022 and held it in 1 quarter.
  • Pittenger & Anderson Inc's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $57K in Q4 2022.
  • 114 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q1 2023.

Based on Pittenger & Anderson Inc's 13F filing for Q1 2023, filed 10 May 2023.