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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Sell |
|
|||||
|
2025
Q1 | $1.36M | Sell |
|
|||||
|
2024
Q4 | $1.44M | Buy |
|
|||||
|
2024
Q3 | $1.41M | Sell |
|
|||||
|
2024
Q2 | $1.53M | Buy |
|
|||||
|
2024
Q1 | $1.42M | Buy |
|
|||||
|
2023
Q4 | $1.27M | Buy |
|
|||||
|
2023
Q3 | $999K | Buy |
|
|||||
|
2023
Q2 | $794K | Buy |
|
|||||
|
2023
Q1 | $618K | Buy |
|
|||||
|
2022
Q4 | $533K | Buy |
|
|||||
|
2022
Q3 | $497K | Buy |
|
|||||
|
2022
Q2 | $492K | Buy |
|
|||||
|
2022
Q1 | $322K | Buy |
|
|||||
|
2021
Q4 | $219K | Sell |
|
|||||
|
2021
Q3 | $403K | Sell |
|
|||||
|
2021
Q2 | $406K | Buy |
|
|||||
|
2021
Q1 | $405K | Buy |
|
|||||
|
2020
Q4 | $407K | Buy |
|
|||||
|
2020
Q3 | $399K | Buy |
|
|||||
|
2020
Q2 | $368K | Sell |
|
|||||
|
2020
Q1 | $376K | Buy |
|