Rockbridge Investment Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Rockbridge Investment 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
2022 Q2	–	Sell	-965	Closed	-$24.5K	–	719
2022 Q1	$24.5K	Hold	965	–	–	﹤0.01%	393
2021 Q4	$26K	Hold	965	–	–	﹤0.01%	446
2021 Q3	$26K	Hold	965	–	–	﹤0.01%	411
2021 Q2	$26K	Hold	965	–	–	﹤0.01%	407
2021 Q1	$26K	Hold	965	–	–	﹤0.01%	378
2020 Q4	$26K	Hold	965	–	–	0.01%	371
2020 Q3	$26K	Hold	965	–	–	0.01%	339
2020 Q2	$26K	Buy	+965	New	+$25.3K	0.01%	301

Other funds holding IBMO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

ACIM

Azimuth Capital Investment Management Bloomfield Hills, Michigan $2.96B AUM 32.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

SPF

Steven Patrick Farmer $6.42B AUM

Rockbridge Investment Management's IBMO Position: Q2 2022 in Review

Rockbridge Investment Management sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q2 2022, closing a stake of 965 shares — an estimated $24.5K sold.

Rockbridge Investment Management first reported a position in IBMO in Q2 2020 and held it in 8 quarters. The position peaked at $26K in Q4 2021. 85 funds tracked by Wall St. Rank hold IBMO as of Q2 2022.

Rockbridge Investment Management reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
Rockbridge Investment Management sold 965 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2022, an estimated $24.5K.
Rockbridge Investment Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2020 and held it in 8 quarters.
Rockbridge Investment Management's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $26K in Q4 2021.
85 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2022.

Based on Rockbridge Investment Management's 13F filing for Q2 2022, filed 28 May 2024.