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

Tradition 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
2024 Q1	–	Sell	-1,846	Closed	-$47K	–	757
2023 Q4	$47K	Buy	1,846 +7	+0.4%	+$176	﹤0.01%	642
2023 Q3	$46K	Buy	1,839 +606	+49%	+$15.2K	0.01%	624
2023 Q2	$31K	Buy	1,233 +4	+0.3%	+$101	﹤0.01%	758
2023 Q1	$31K	Buy	1,229 +4	+0.3%	+$101	﹤0.01%	735
2022 Q4	$31K	Buy	1,225 +4	+0.3%	+$100	﹤0.01%	648
2022 Q3	$30K	Buy	1,221 +3	+0.2%	+$76	﹤0.01%	651
2022 Q2	$31K	Buy	1,218 +2	+0.2%	+$50	﹤0.01%	561
2022 Q1	$31K	Buy	1,216 +401	+49%	+$10.5K	﹤0.01%	619
2021 Q4	$22K	Buy	815 +2	+0.2%	+$54	﹤0.01%	705
2021 Q3	$22K	Buy	813 +1	+0.1%	+$27	﹤0.01%	701
2021 Q2	$22K	Buy	812 +1	+0.1%	+$27	﹤0.01%	736
2021 Q1	$22K	Buy	+811	New	+$21.9K	﹤0.01%	618

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

WSTAM

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

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

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

KCM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Tradition Wealth Management's IBMO Position: Q1 2024 in Review

Tradition Wealth Management sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q1 2024, closing a stake of 1,846 shares — an estimated $47K sold.

Tradition Wealth Management first reported a position in IBMO in Q1 2021 and held it in 12 quarters. The position peaked at $47K in Q4 2023. 155 funds tracked by Wall St. Rank hold IBMO as of Q1 2024.

Tradition Wealth Management reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 1,846 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q1 2024, an estimated $47K.
Tradition Wealth Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2021 and held it in 12 quarters.
Tradition Wealth Management's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $47K in Q4 2023.
155 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.