Benjamin Edwards Inc’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Sell |
47,752
-836
| -2% | -$21.4K | 0.02% | 563 |
|
|
2025
Q1 | $1.24M | Buy |
48,588
+3,793
| +8% | +$97K | 0.02% | 521 |
|
|
2024
Q4 | $1.14M | Buy |
44,795
+2,483
| +6% | +$63.2K | 0.02% | 570 |
|
|
2024
Q3 | $1.09M | Buy |
42,312
+41,449
| +4,803% | +$1.06M | 0.02% | 577 |
|
|
2024
Q2 | $22K | Buy |
863
+187
| +28% | +$4.77K | ﹤0.01% | 579 |
|
|
2024
Q1 | $17K | Buy |
+676
| New | +$17K | ﹤0.01% | 591 |
|
|
2023
Q3 | – | Sell |
-985
| Closed | -$25K | – | 658 |
|
|
2023
Q2 | $25K | Sell |
985
-15
| -2% | -$381 | 0.01% | 522 |
|
|
2023
Q1 | $26K | Buy |
+1,000
| New | +$26K | 0.01% | 518 |
|
|
2021
Q1 | – | Sell |
-298
| Closed | -$8K | – | 386 |
|
|
2020
Q4 | $8K | Buy |
298
+12
| +4% | +$322 | 0.01% | 332 |
|
|
2020
Q3 | $8K | Buy |
286
+153
| +115% | +$4.28K | 0.01% | 317 |
|
|
2020
Q2 | $4K | Sell |
133
-21
| -14% | -$632 | ﹤0.01% | 348 |
|
|
2020
Q1 | $4K | Buy |
+154
| New | +$4K | ﹤0.01% | 338 |
|
|
2019
Q4 | – | Sell |
-72
| Closed | -$2K | – | 289 |
|
|
2019
Q3 | $2K | Buy |
+72
| New | +$2K | ﹤0.01% | 278 |
|