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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$987K	Sell	38,971 -2,276	-6%	-$57.5K	0.02%	525
2024 Q1	$1.05M	Buy	41,247 +34,839	+544%	+$886K	0.02%	497
2023 Q4	$163K	Hold	6,408	–	–	﹤0.01%	936
2023 Q3	$159K	Sell	6,408 -48,718	-88%	-$1.22M	0.01%	789
2023 Q2	$1.39M	Buy	55,126 +1,115	+2%	+$28.2K	0.05%	306
2023 Q1	$1.38M	Buy	54,011 +52,401	+3,255%	+$1.33M	0.06%	283
2022 Q4	$41K	Buy	+1,610	New	+$40.1K	﹤0.01%	1130
2022 Q3	–	Sell	-8,347	Closed	-$212K	–	1862
2022 Q2	$212K	Sell	8,347 -38	-0.5%	-$957	0.01%	657
2022 Q1	$214K	Buy	8,385 +2,528	+43%	+$66.1K	0.01%	668
2021 Q4	$157K	Buy	5,857 +3,255	+125%	+$87.4K	0.01%	755
2021 Q3	$70K	Sell	2,602 -7,602	-75%	-$206K	﹤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%	+$1.02K	0.01%	590
2020 Q3	$241K	Buy	8,970 +4,145	+86%	+$112K	0.02%	547
2020 Q2	$129K	Sell	4,825 -506	-9%	-$13.3K	0.01%	669
2020 Q1	$138K	Buy	5,331 +57	+1%	+$1.49K	0.01%	602
2019 Q4	$137K	Sell	5,274 -249	-5%	-$6.45K	0.01%	703
2019 Q3	$143K	Buy	+5,523	New	+$143K	0.01%	649