TF
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TimeScale Financial’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

TimeScale Financial’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
2020
Q3 		– Sell
-510
Closed -$14K – 474
2020
Q2 		$14K Hold
510
– – ﹤0.01% 261
2020
Q1 		$13K Buy
+510
New +$13.3K ﹤0.01% 257

Other funds holding IBMO

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

TimeScale Financial's IBMO Position: Q3 2020 in Review

TimeScale Financial sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q3 2020, closing a stake of 510 shares — an estimated $14K sold.

TimeScale Financial first reported a position in IBMO in Q1 2020 and held it in 2 quarters. The position peaked at $14K in Q2 2020. 42 funds tracked by Wall St. Rank hold IBMO as of Q3 2020.

  • TimeScale Financial reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • TimeScale Financial sold 510 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q3 2020, an estimated $14K.
  • TimeScale Financial first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2020 and held it in 2 quarters.
  • TimeScale Financial's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $14K in Q2 2020.
  • 42 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q3 2020.

Based on TimeScale Financial's 13F filing for Q3 2020, filed 7 Oct 2020.