Vigilant Capital Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Vigilant Capital 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 Q2	$89K	Buy	3,520 +130	+4%	+$3.28K	0.01%	227
2023 Q1	$87K	Hold	3,390	–	–	0.01%	220
2022 Q4	$85K	Buy	3,390 +1,060	+45%	+$26.4K	0.01%	232
2022 Q3	$57K	Sell	2,330 -579	-20%	-$14.7K	0.01%	271
2022 Q2	$74K	Buy	2,909 +779	+37%	+$19.6K	0.01%	235
2022 Q1	$54K	Buy	2,130 +900	+73%	+$23.5K	﹤0.01%	283
2021 Q4	$33K	Buy	1,230 +1,050	+583%	+$28.2K	﹤0.01%	355
2021 Q3	$5K	Hold	180	–	–	﹤0.01%	648
2021 Q2	$5K	Buy	+180	New	+$4.85K	﹤0.01%	393

Other funds holding IBMO

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

WSTAM

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vigilant Capital Management's IBMO Position: Q2 2023 in Review

Vigilant Capital Management increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 3.8% in Q2 2023, buying an estimated $3.28K and bringing the position to 3,520 shares worth $89K. The position accounts for 0.01% of the portfolio, ranked #227.

Vigilant Capital Management first reported a position in IBMO in Q2 2021 and has held it in 9 quarters since. 118 funds tracked by Wall St. Rank hold IBMO as of Q2 2023.

Vigilant Capital Management held 3,520 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $89K as of Q2 2023.
Vigilant Capital Management bought 130 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2023, an estimated $3.28K.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.01% of Vigilant Capital Management's portfolio in Q2 2023, its #227 holding.
Vigilant Capital Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2021 and has held it in 9 quarters since.
118 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.