Alterna Wealth Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Buy |
11,127
+274
| +3% | +$7.02K | 0.23% | 82 |
|
|
2025
Q1 | $277K | Hold |
10,853
| – | – | 0.21% | 80 |
|
|
2024
Q4 | $276K | Hold |
10,853
| – | – | 0.23% | 76 |
|
|
2024
Q3 | $278K | Hold |
10,853
| – | – | 0.25% | 75 |
|
|
2024
Q2 | $275K | Hold |
10,853
| – | – | 0.24% | 88 |
|
|
2024
Q1 | $275K | Sell |
10,853
-368
| -3% | -$9.33K | 0.22% | 76 |
|
|
2023
Q4 | $286K | Hold |
11,221
| – | – | 0.34% | 59 |
|
|
2023
Q3 | $278K | Hold |
11,221
| – | – | 0.36% | 61 |
|
|
2023
Q2 | $283K | Hold |
11,221
| – | – | 0.33% | 60 |
|
|
2023
Q1 | $286K | Sell |
11,221
-42
| -0.4% | -$1.07K | 0.36% | 57 |
|
|
2022
Q4 | $284K | Hold |
11,263
| – | – | 0.32% | 57 |
|
|
2022
Q3 | $277K | Buy |
+11,263
| New | +$277K | 0.33% | 55 |
|