Avantax Planning Partners’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Avantax Planning Partners’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
2025 Q2	$339K	Hold
2025 Q1	$338K	Sell
2024 Q4	$337K	Sell
2024 Q3	$440K	Sell
2024 Q2	$614K	Sell
2024 Q1	$742K	Buy