Caldwell Trust’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Caldwell Trust’s Portfolio IBMO Stock Details IBMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$743	Hold	29
2025 Q1	$741	Hold	29
2024 Q4	$738	Hold	29
2024 Q3	$744	Buy	+29