Apollon Wealth Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$205K	Sell	8,000 -4,000	-33%	-$103K	﹤0.01%	1314
2025 Q4	$308K	Sell	12,000 -2,000	-14%	-$51.2K	0.01%	1044
2025 Q3	$359K	Hold	14,000	–	–	0.01%	973
2025 Q2	$359K	Sell	14,000 -6,000	-30%	-$153K	0.01%	941
2025 Q1	$511K	Hold	20,000	–	–	0.01%	736
2024 Q4	$509K	Sell	20,000 -4,000	-17%	-$102K	0.01%	750
2024 Q3	$616K	Hold	24,000	–	–	0.02%	633
2024 Q2	$608K	Hold	24,000	–	–	0.02%	606
2024 Q1	$608K	Sell	24,000 -11	-0%	-$280	0.02%	621
2023 Q4	$613K	Sell	24,011 -357	-1%	-$8.96K	0.02%	595
2023 Q3	$605K	Buy	24,368 +368	+2%	+$9.22K	0.03%	497
2023 Q2	$604K	Buy	24,000 +6,000	+33%	+$151K	0.03%	543
2023 Q1	$460K	Hold	18,000	–	–	0.03%	557
2022 Q4	$454K	Hold	18,000	–	–	0.03%	543
2022 Q3	$443K	Hold	18,000	–	–	0.04%	486
2022 Q2	$456K	Hold	18,000	–	–	0.04%	447
2022 Q1	$459K	Buy	18,000 +10,000	+125%	+$261K	0.03%	485
2021 Q4	$215K	Buy	+8,000	New	+$215K	0.02%	687