Atwater Malick’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 | $2.51M | Buy |
97,835
+3,129
| +3% | +$80.2K | 0.79% | 27 |
|
|
2025
Q1 | $2.42M | Buy |
94,706
+30,312
| +47% | +$775K | 0.82% | 28 |
|
|
2024
Q4 | $1.64M | Sell |
64,394
-1,965
| -3% | -$50K | 0.55% | 30 |
|
|
2024
Q3 | $1.7M | Buy |
66,359
+5,893
| +10% | +$151K | 0.55% | 30 |
|
|
2024
Q2 | $1.53M | Buy |
60,466
+8,708
| +17% | +$220K | 0.53% | 31 |
|
|
2024
Q1 | $1.31M | Buy |
51,758
+4,790
| +10% | +$121K | 0.46% | 33 |
|
|
2023
Q4 | $1.2M | Buy |
46,968
+2,994
| +7% | +$76.4K | 0.47% | 32 |
|
|
2023
Q3 | $1.09M | Buy |
43,974
+13,934
| +46% | +$346K | 0.48% | 32 |
|
|
2023
Q2 | $756K | Buy |
30,040
+17,914
| +148% | +$451K | 0.32% | 38 |
|
|
2023
Q1 | $310K | Buy |
12,126
+1,928
| +19% | +$49.2K | 0.15% | 51 |
|
|
2022
Q4 | $257K | Buy |
10,198
+1,400
| +16% | +$35.3K | 0.13% | 54 |
|
|
2022
Q3 | $217K | Buy |
+8,798
| New | +$217K | 0.12% | 52 |
|