Wealth Enhancement Advisory Services
IBMO icon

Wealth Enhancement Advisory Services’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Wealth Enhancement Advisory Services’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
2025
Q1 		– Sell
-15,735
Closed -$401K – 3049
2024
Q4 		$401K Sell
15,735
-1
-0% -$26 ﹤0.01% 2152
2024
Q3 		$404K Buy
+15,736
New +$402K ﹤0.01% 1969

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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealth Enhancement Advisory Services's IBMO Position: Q1 2025 in Review

Wealth Enhancement Advisory Services sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q1 2025, closing a stake of 15,735 shares — an estimated $401K sold.

Wealth Enhancement Advisory Services first reported a position in IBMO in Q3 2024 and held it in 2 quarters. The position peaked at $404K in Q3 2024. 178 funds tracked by Wall St. Rank hold IBMO as of Q1 2025.

  • Wealth Enhancement Advisory Services reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 15,735 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q1 2025, an estimated $401K.
  • Wealth Enhancement Advisory Services first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q3 2024 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $404K in Q3 2024.
  • 178 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q1 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2025, filed 16 Apr 2025.