Beacon Pointe Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Sell |
48,859
-4,524
| -8% | -$116K | 0.01% | 596 |
|
|
2025
Q1 | $1.36M | Sell |
53,383
-3,219
| -6% | -$82.3K | 0.02% | 559 |
|
|
2024
Q4 | $1.44M | Buy |
56,602
+1,641
| +3% | +$41.8K | 0.02% | 538 |
|
|
2024
Q3 | $1.41M | Sell |
54,961
-5,368
| -9% | -$138K | 0.02% | 545 |
|
|
2024
Q2 | $1.53M | Buy |
60,329
+4,368
| +8% | +$111K | 0.02% | 532 |
|
|
2024
Q1 | $1.42M | Buy |
55,961
+6,111
| +12% | +$155K | 0.02% | 578 |
|
|
2023
Q4 | $1.27M | Buy |
49,850
+9,572
| +24% | +$244K | 0.02% | 587 |
|
|
2023
Q3 | $999K | Buy |
40,278
+8,741
| +28% | +$217K | 0.01% | 624 |
|
|
2023
Q2 | $794K | Buy |
31,537
+7,331
| +30% | +$185K | 0.01% | 580 |
|
|
2023
Q1 | $618K | Buy |
24,206
+3,074
| +15% | +$78.5K | 0.01% | 690 |
|
|
2022
Q4 | $533K | Buy |
21,132
+1,094
| +5% | +$27.6K | 0.01% | 663 |
|
|
2022
Q3 | $497K | Buy |
20,038
+564
| +3% | +$14K | 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% | +$114K | ﹤0.01% | 957 |
|
|
2021
Q4 | $219K | Sell |
8,142
-6,863
| -46% | -$185K | 0.01% | 846 |
|
|
2021
Q3 | $403K | Sell |
15,005
-42
| -0.3% | -$1.13K | 0.01% | 602 |
|
|
2021
Q2 | $406K | Buy |
15,047
+17
| +0.1% | +$459 | 0.01% | 554 |
|
|
2021
Q1 | $405K | Buy |
15,030
+11
| +0.1% | +$296 | 0.02% | 324 |
|
|
2020
Q4 | $407K | Buy |
15,019
+201
| +1% | +$5.45K | 0.03% | 306 |
|
|
2020
Q3 | $399K | Buy |
14,818
+1,012
| +7% | +$27.3K | 0.04% | 256 |
|
|
2020
Q2 | $368K | Sell |
13,806
-752
| -5% | -$20K | 0.04% | 275 |
|
|
2020
Q1 | $376K | Buy |
+14,558
| New | +$376K | 0.06% | 202 |
|