Benjamin F. Edwards & Company’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $987K | Sell |
38,971
-2,276
| -6% | -$57.6K | 0.02% | 525 |
|
|
2024
Q1 | $1.05M | Buy |
41,247
+34,839
| +544% | +$883K | 0.02% | 497 |
|
|
2023
Q4 | $163K | Hold |
6,408
| – | – | ﹤0.01% | 936 |
|
|
2023
Q3 | $159K | Sell |
6,408
-48,718
| -88% | -$1.21M | 0.01% | 789 |
|
|
2023
Q2 | $1.39M | Buy |
55,126
+1,115
| +2% | +$28.1K | 0.05% | 306 |
|
|
2023
Q1 | $1.38M | Buy |
54,011
+52,401
| +3,255% | +$1.34M | 0.06% | 283 |
|
|
2022
Q4 | $41K | Buy |
+1,610
| New | +$41K | ﹤0.01% | 1130 |
|
|
2022
Q3 | – | Sell |
-8,347
| Closed | -$212K | – | 1860 |
|
|
2022
Q2 | $212K | Sell |
8,347
-38
| -0.5% | -$965 | 0.01% | 657 |
|
|
2022
Q1 | $214K | Buy |
8,385
+2,528
| +43% | +$64.5K | 0.01% | 668 |
|
|
2021
Q4 | $157K | Buy |
5,857
+3,255
| +125% | +$87.3K | 0.01% | 755 |
|
|
2021
Q3 | $70K | Sell |
2,602
-7,602
| -75% | -$205K | ﹤0.01% | 943 |
|
|
2021
Q2 | $275K | Buy |
10,204
+7,312
| +253% | +$197K | 0.01% | 577 |
|
|
2021
Q1 | $78K | Sell |
2,892
-6,116
| -68% | -$165K | ﹤0.01% | 897 |
|
|
2020
Q4 | $244K | Buy |
9,008
+38
| +0.4% | +$1.03K | 0.01% | 590 |
|
|
2020
Q3 | $241K | Buy |
8,970
+4,145
| +86% | +$111K | 0.02% | 547 |
|
|
2020
Q2 | $129K | Sell |
4,825
-506
| -9% | -$13.5K | 0.01% | 669 |
|
|
2020
Q1 | $138K | Buy |
5,331
+57
| +1% | +$1.48K | 0.01% | 602 |
|
|
2019
Q4 | $137K | Sell |
5,274
-249
| -5% | -$6.47K | 0.01% | 703 |
|
|
2019
Q3 | $143K | Buy |
+5,523
| New | +$143K | 0.01% | 649 |
|