Beacon Pointe Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.6M	Buy	140,452 +4,631	+3%	+$119K	0.02%	563
2025 Q4	$3.48M	Sell	135,821 -3,293	-2%	-$84.3K	0.02%	475
2025 Q3	$3.57M	Buy	139,114 +90,255	+185%	+$2.31M	0.03%	423
2025 Q2	$1.25M	Sell	48,859 -4,524	-8%	-$115K	0.01%	599
2025 Q1	$1.36M	Sell	53,383 -3,219	-6%	-$82.2K	0.02%	562
2024 Q4	$1.44M	Buy	56,602 +1,641	+3%	+$41.9K	0.02%	540
2024 Q3	$1.41M	Sell	54,961 -5,368	-9%	-$137K	0.02%	546
2024 Q2	$1.53M	Buy	60,329 +4,368	+8%	+$110K	0.02%	534
2024 Q1	$1.42M	Buy	55,961 +6,111	+12%	+$155K	0.02%	580
2023 Q4	$1.27M	Buy	49,850 +9,572	+24%	+$240K	0.02%	593
2023 Q3	$999K	Buy	40,278 +8,741	+28%	+$219K	0.01%	628
2023 Q2	$794K	Buy	31,537 +7,331	+30%	+$185K	0.01%	585
2023 Q1	$618K	Buy	24,206 +3,074	+15%	+$78K	0.01%	690
2022 Q4	$533K	Buy	21,132 +1,094	+5%	+$27.3K	0.01%	663
2022 Q3	$497K	Buy	20,038 +564	+3%	+$14.3K	0.01%	640
2022 Q2	$492K	Buy	19,474 +6,866	+54%	+$173K	0.01%	657
2022 Q1	$322K	Buy	12,608 +4,466	+55%	+$117K	﹤0.01%	958
2021 Q4	$219K	Sell	8,142 -6,863	-46%	-$184K	0.01%	846
2021 Q3	$403K	Sell	15,005 -42	-0.3%	-$1.14K	0.01%	602
2021 Q2	$406K	Buy	15,047 +17	+0.1%	+$458	0.01%	554
2021 Q1	$405K	Buy	15,030 +11	+0.1%	+$297	0.02%	325
2020 Q4	$407K	Buy	15,019 +201	+1%	+$5.42K	0.03%	306
2020 Q3	$399K	Buy	14,818 +1,012	+7%	+$27.2K	0.04%	256
2020 Q2	$368K	Sell	13,806 -752	-5%	-$19.7K	0.04%	275
2020 Q1	$376K	Buy	+14,558	New	+$379K	0.06%	202