CAPTRUST FINANCIAL ADVISORS
Position in IBMO — iShares iBonds Dec 2026 Term Muni Bond ETF
CIK 1512024
RALEIGH, NC
All Filings in IBMO
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBMO | $511,523 | 19,958 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 IBMO | $546,350 | 21,311 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 IBMO | $536,601 | 20,912 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 IBMO | $478,868 | 18,689 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 IBMO | $520,963 | 20,382 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 IBMO | $632,859 | 24,857 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 IBMO | $713,337 | 27,805 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 IBMO | $462,900 | 18,282 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 IBMO | $399,617 | 15,764 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 IBMO | $462,514 | 18,130 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 IBMO | $283,578 | 11,430 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 IBMO | $287,807 | 11,430 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 IBMO | $345,523 | 13,534 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 IBMO | $339,351 | 13,461 | Shares | Sole | 2023-02-15 | |
| 2022-06-30 IBMO | $75,513 | 2,980 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 IBMO | $284,975 | 11,172 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 IBMO | $322,983 | 12,018 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 IBMO | $315,737 | 11,744 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 IBMO | $349,757 | 12,966 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 IBMO | $624,405 | 23,277 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 IBMO | $531,191 | 19,612 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 IBMO | $484,344 | 17,992 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 IBMO | $415,654 | 15,588 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 IBMO | $382,023 | 14,810 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||