Corient Private Wealth LLC
Position in IBMO — iShares iBonds Dec 2026 Term Muni Bond ETF
CIK 1948780
MIAMI, FL
All Filings in IBMO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-06-30 IBMO | $10,346,587 | 408,633 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 IBMO | $11,550,803 | 455,653 | Shares | Sole | 2024-05-09 | |
| 2023-09-30 IBMO | $11,344,174 | 457,242 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 IBMO | $10,615,107 | 421,569 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 IBMO | $8,965,676 | 351,182 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 IBMO | $7,491,126 | 297,149 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||