Ashton Thomas Private Wealth’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 | – | Sell |
-23,800
| Closed | -$608K | – | 849 |
|
|
2025
Q1 | $608K | Sell |
23,800
-268,013
| -92% | -$6.85M | 0.02% | 503 |
|
|
2024
Q4 | $7.43M | Buy |
291,813
+45,321
| +18% | +$1.15M | 0.29% | 81 |
|
|
2024
Q3 | $6.32M | Sell |
246,492
-9,217
| -4% | -$236K | 0.33% | 75 |
|
|
2024
Q2 | $6.47M | Sell |
255,709
-18,925
| -7% | -$479K | 0.35% | 70 |
|
|
2024
Q1 | $6.96M | Buy |
274,634
+1,582
| +0.6% | +$40.1K | 0.4% | 67 |
|
|
2023
Q4 | $6.97M | Buy |
273,052
+124,971
| +84% | +$3.19M | 0.44% | 62 |
|
|
2023
Q3 | $3.67M | Buy |
+148,081
| New | +$3.67M | 0.27% | 102 |
|