Royal Harbor Partners’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Royal Harbor Partners’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
2024 Q2	–	Sell	-32,645	Closed	-$828K	–	51
2024 Q1	$828K	Sell	32,645 -3,819	-10%	-$97.1K	0.36%	32
2023 Q4	$930K	Sell	36,464 -823	-2%	-$20.7K	0.43%	30
2023 Q3	$925K	Sell	37,287 -2,884	-7%	-$72.3K	0.48%	30
2023 Q2	$1.01M	Buy	40,171 +8,006	+25%	+$202K	0.5%	42
2023 Q1	$821K	Sell	32,165 -72	-0.2%	-$1.83K	0.44%	48
2022 Q4	$813K	Buy	32,237 +10,756	+50%	+$268K	0.5%	47
2022 Q3	$529K	Buy	+21,481	New	+$545K	0.36%	51

Other funds holding IBMO

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

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

KCM

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

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Royal Harbor Partners's IBMO Position: Q2 2024 in Review

Royal Harbor Partners sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q2 2024, closing a stake of 32,645 shares — an estimated $828K sold.

Royal Harbor Partners first reported a position in IBMO in Q3 2022 and held it in 7 quarters. The position peaked at $1.01M in Q2 2023. 155 funds tracked by Wall St. Rank hold IBMO as of Q2 2024.

Royal Harbor Partners reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
Royal Harbor Partners sold 32,645 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2024, an estimated $828K.
Royal Harbor Partners first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q3 2022 and held it in 7 quarters.
Royal Harbor Partners's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $1.01M in Q2 2023.
155 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2024.

Based on Royal Harbor Partners's 13F filing for Q2 2024, filed 31 Jul 2024.