Wilbanks Smith & Thomas Asset Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Wilbanks Smith & Thomas Asset 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	$18.4M	Buy	724,213 +27,538	+4%	+$700K	0.51%	45
2023 Q4	$17.8M	Buy	696,675 +44,565	+7%	+$1.12M	0.54%	41
2023 Q3	$16.2M	Buy	652,110 +51,593	+9%	+$1.29M	0.56%	38
2023 Q2	$15.1M	Buy	600,517 +24,693	+4%	+$623K	0.5%	47
2023 Q1	$14.7M	Buy	575,824 +12,369	+2%	+$314K	0.51%	45
2022 Q4	$14.2M	Buy	563,455 +46,014	+9%	+$1.15M	0.54%	41
2022 Q3	$12.7M	Buy	517,441 +178,099	+52%	+$4.52M	0.55%	37
2022 Q2	$8.6M	Buy	339,342 +3,765	+1%	+$94.8K	0.36%	70
2022 Q1	$8.38M	Buy	335,577 +59,840	+22%	+$1.56M	0.34%	73
2021 Q4	$7.41M	Buy	275,737 +21,586	+8%	+$580K	0.26%	90
2021 Q3	$6.83M	Buy	254,151 +37,048	+17%	+$1M	0.27%	92
2021 Q2	$5.86M	Buy	217,103 +53,277	+33%	+$1.44M	0.23%	99
2021 Q1	$4.39M	Buy	163,826 +18,296	+13%	+$494K	0.19%	102
2020 Q4	$3.94M	Buy	145,530 +53,420	+58%	+$1.44M	0.19%	103
2020 Q3	$2.48M	Buy	92,110 +78,867	+596%	+$2.12M	0.13%	120
2020 Q2	$353K	Buy	+13,243	New	+$348K	0.02%	283

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

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's IBMO Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 4% in Q1 2024, buying an estimated $700K and bringing the position to 724,213 shares worth $18.4M. The position accounts for 0.51% of the portfolio, ranked #45.

Wilbanks Smith & Thomas Asset Management first reported a position in IBMO in Q2 2020 and has held it in 16 quarters since. 155 funds tracked by Wall St. Rank hold IBMO as of Q1 2024.

Wilbanks Smith & Thomas Asset Management held 724,213 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $18.4M as of Q1 2024.
Wilbanks Smith & Thomas Asset Management bought 27,538 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q1 2024, an estimated $700K.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.51% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #45 holding.
Wilbanks Smith & Thomas Asset Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2020 and has held it in 16 quarters since.
155 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.