Atria Investments’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 | $987K | Sell |
38,536
-7,889
| -17% | -$202K | 0.01% | 1045 |
|
|
2025
Q1 | $1.19M | Buy |
46,425
+3,670
| +9% | +$93.8K | 0.02% | 926 |
|
|
2024
Q4 | $1.09M | Sell |
42,755
-9,177
| -18% | -$234K | 0.01% | 928 |
|
|
2024
Q3 | $1.33M | Buy |
51,932
+6,303
| +14% | +$162K | 0.02% | 843 |
|
|
2024
Q2 | $1.16M | Buy |
45,629
+3,187
| +8% | +$80.7K | 0.02% | 871 |
|
|
2024
Q1 | $1.08M | Buy |
+42,442
| New | +$1.08M | 0.01% | 922 |
|