Archford Capital Strategies’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 | $308K | Sell |
12,028
-3,395
| -22% | -$87.1K | 0.04% | 280 |
|
|
2025
Q4 | $395K | Sell |
15,423
-961
| -6% | -$24.6K | 0.05% | 252 |
|
|
2025
Q3 | $420K | Hold |
16,384
| – | – | 0.05% | 239 |
|
|
2025
Q2 | $420K | Buy |
16,384
+577
| +4% | +$14.7K | 0.05% | 239 |
|
|
2025
Q1 | $404K | Sell |
15,807
-8
| -0.1% | -$204 | 0.06% | 217 |
|
|
2024
Q4 | $403K | Hold |
15,815
| – | – | 0.06% | 200 |
|
|
2024
Q3 | $404K | Sell |
15,815
-5,040
| -24% | -$129K | 0.06% | 192 |
|
|
2024
Q2 | $528K | Buy |
20,855
+1,865
| +10% | +$47.1K | 0.09% | 174 |
|
|
2024
Q1 | $481K | Buy |
18,990
+991
| +6% | +$25.2K | 0.08% | 183 |
|
|
2023
Q4 | $459K | Buy |
17,999
+3,673
| +26% | +$92.2K | 0.08% | 176 |
|
|
2023
Q3 | $355K | Sell |
14,326
-10,312
| -42% | -$258K | 0.07% | 224 |
|
|
2023
Q2 | $622K | Buy |
24,638
+10,907
| +79% | +$275K | 0.12% | 182 |
|
|
2023
Q1 | $351K | Buy |
13,731
+167
| +1% | +$4.24K | 0.07% | 229 |
|
|
2022
Q4 | $342K | Buy |
13,564
+3,425
| +34% | +$85.4K | 0.08% | 227 |
|
|
2022
Q3 | $250K | Sell |
10,139
-2,544
| -20% | -$64.5K | 0.06% | 246 |
|
|
2022
Q2 | $321K | Hold |
12,683
| – | – | 0.08% | 220 |
|
|
2022
Q1 | $323K | Buy |
12,683
+1,458
| +13% | +$38.1K | 0.07% | 226 |
|
|
2021
Q4 | $302K | Buy |
11,225
+104
| +0.9% | +$2.79K | 0.07% | 245 |
|
|
2021
Q3 | $299K | Hold |
11,121
| – | – | 0.07% | 248 |
|
|
2021
Q2 | $300K | Buy |
11,121
+2,599
| +30% | +$70.1K | 0.08% | 237 |
|
|
2021
Q1 | $230K | Buy |
8,522
+504
| +6% | +$13.6K | 0.06% | 250 |
|
|
2020
Q4 | $217K | Buy |
8,018
+116
| +1% | +$3.13K | 0.05% | 259 |
|
|
2020
Q3 | $213K | Sell |
7,902
-545
| -6% | -$14.7K | 0.06% | 243 |
|
|
2020
Q2 | $225K | Buy |
+8,447
| New | +$222K | 0.07% | 234 |
|
Other funds holding IBMO
RPC
NA
LIA
KCM
