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

Segment 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
2023
Q1 		– Sell
-8,650
Closed -$218K – 218
2022
Q4 		$218K Hold
8,650
– – 0.03% 201
2022
Q3 		$213K Buy
+8,650
New +$219K 0.03% 203

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

Segment Wealth Management's IBMO Position: Q1 2023 in Review

Segment Wealth Management sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q1 2023, closing a stake of 8,650 shares — an estimated $218K sold.

Segment Wealth Management first reported a position in IBMO in Q3 2022 and held it in 2 quarters. The position peaked at $218K in Q4 2022. 114 funds tracked by Wall St. Rank hold IBMO as of Q1 2023.

  • Segment Wealth Management reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Segment Wealth Management sold 8,650 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q1 2023, an estimated $218K.
  • Segment Wealth Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q3 2022 and held it in 2 quarters.
  • Segment Wealth Management's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $218K 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 Segment Wealth Management's 13F filing for Q1 2023, filed 20 Apr 2023.