Altium 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $232K | Buy |
+9,137
| New | +$232K | 0.02% | 331 |
|
|
2022
Q1 | – | Sell |
-21,367
| Closed | -$574K | – | 392 |
|
|
2021
Q4 | $574K | Buy |
21,367
+219
| +1% | +$5.88K | 0.04% | 221 |
|
|
2021
Q3 | $569K | Buy |
21,148
+401
| +2% | +$10.8K | 0.04% | 206 |
|
|
2021
Q2 | $560K | Buy |
20,747
+4,137
| +25% | +$112K | 0.04% | 209 |
|
|
2021
Q1 | $446K | Hold |
16,610
| – | – | 0.04% | 241 |
|
|
2020
Q4 | $450K | Hold |
16,610
| – | – | 0.04% | 221 |
|
|
2020
Q3 | $447K | Buy |
+16,610
| New | +$447K | 0.05% | 191 |
|