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Blue Square Asset Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Blue Square Asset Management’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.9M Sell
74,014
-490
-0.7% -$12.6K 0.77% 30
2026
Q1 		$1.91M Buy
74,504
+28,664
+63% +$736K 0.91% 29
2025
Q4 		$1.18M Buy
45,840
+1,884
+4% +$48.3K 0.52% 36
2025
Q3 		$1.13M Sell
43,956
-794
-2% -$20.4K 0.49% 35
2025
Q2 		$1.15M Sell
44,750
-910
-2% -$23.2K 0.54% 36
2025
Q1 		$1.17M Sell
45,660
-963
-2% -$24.6K 0.63% 34
2024
Q4 		$1.19M Sell
46,623
-1,571
-3% -$40.1K 0.59% 39
2024
Q3 		$1.24M Sell
48,194
-1,191
-2% -$30.4K 0.66% 37
2024
Q2 		$1.25M Sell
49,385
-1,696
-3% -$42.8K 0.73% 41
2024
Q1 		$1.29M Sell
51,081
-382
-0.7% -$9.71K 0.86% 40
2023
Q4 		$1.31M Buy
51,463
+7,163
+16% +$180K 0.87% 35
2023
Q3 		$1.1M Buy
44,300
+599
+1% +$15K 0.81% 35
2023
Q2 		$1.1M Buy
43,701
+1,252
+3% +$31.6K 0.78% 39
2023
Q1 		$1.08M Sell
42,449
-4,683
-10% -$119K 0.71% 8
2022
Q4 		$1.19M Buy
47,132
+1,054
+2% +$26.3K 0.76% 5
2022
Q3 		$1.14M Buy
46,078
+8,755
+23% +$222K 0.77% 4
2022
Q2 		$946K Buy
+37,323
New +$940K 2.03% 12

Other funds holding IBMO

P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
KCA
Kastel Capital Advisors Wellesley, Massachusetts $158M AUM
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return