AssetMark Inc
IBMO icon

AssetMark Inc’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

AssetMark Inc’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.66M Buy
103,591
+8,389
+9% +$215K 0.01% 816
2025
Q4 		$2.44M Buy
95,202
+25,518
+37% +$654K 0.01% 809
2025
Q3 		$1.79M Buy
69,684
+32,740
+89% +$840K ﹤0.01% 845
2025
Q2 		$947K Buy
36,944
+28,354
+330% +$724K ﹤0.01% 934
2025
Q1 		$220K Buy
8,590
+6,350
+283% +$162K ﹤0.01% 1114
2024
Q4 		$57K Buy
2,240
+1,875
+514% +$47.9K ﹤0.01% 1395
2024
Q3 		$9.36K Hold
365
– – ﹤0.01% 1637
2024
Q2 		$9.24K Buy
+365
New +$9.21K ﹤0.01% 1506

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NA
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