Brandywine Oak Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-14,902
| Closed | -$376K | – | 255 |
|
|
2022
Q4 | $376K | Sell |
14,902
-6,739
| -31% | -$170K | 0.05% | 177 |
|
|
2022
Q3 | $533K | Sell |
21,641
-5,809
| -21% | -$143K | 0.07% | 149 |
|
|
2022
Q2 | $695K | Sell |
27,450
-8
| -0% | -$203 | 0.09% | 141 |
|
|
2022
Q1 | $700K | Buy |
27,458
+5,068
| +23% | +$129K | 0.08% | 156 |
|
|
2021
Q4 | $632K | Buy |
22,390
+10,253
| +84% | +$289K | 0.07% | 177 |
|
|
2021
Q3 | $326K | Buy |
12,137
+269
| +2% | +$7.23K | 0.04% | 237 |
|
|
2021
Q2 | $320K | Buy |
+11,868
| New | +$320K | 0.04% | 244 |
|