Apollon 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 | $359K | Sell |
14,000
-6,000
| -30% | -$154K | 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% | -$279 | 0.02% | 621 |
|
|
2023
Q4 | $613K | Sell |
24,011
-357
| -1% | -$9.11K | 0.02% | 595 |
|
|
2023
Q3 | $605K | Buy |
24,368
+368
| +2% | +$9.13K | 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% | +$255K | 0.03% | 485 |
|
|
2021
Q4 | $215K | Buy |
+8,000
| New | +$215K | 0.02% | 687 |
|