AWA
IBMO icon

Amplius Wealth Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Amplius Wealth Advisors’s Portfolio IBMO Stock Details IBMO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-22,909
Closed -$580K – 177
2024
Q2 		$580K Sell
22,909
-65,272
-74% -$1.65M 0.06% 89
2024
Q1 		$2.24M Buy
+88,181
New +$2.24M 0.25% 51