Cambridge Investment Research Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $870K | Buy |
33,963
+18,477
| +119% | +$473K | ﹤0.01% | 2065 |
|
2025
Q1 | $396K | Buy |
15,486
+3,690
| +31% | +$94.4K | ﹤0.01% | 2649 |
|
2024
Q4 | $300K | Buy |
11,796
+2,343
| +25% | +$59.6K | ﹤0.01% | 2833 |
|
2024
Q3 | $243K | Hold |
9,453
| – | – | ﹤0.01% | 2988 |
|
2024
Q2 | $239K | Buy |
9,453
+460
| +5% | +$11.6K | ﹤0.01% | 2891 |
|
2024
Q1 | $228K | Sell |
8,993
-53
| -0.6% | -$1.34K | ﹤0.01% | 2920 |
|
2023
Q4 | $231K | Sell |
9,046
-5,673
| -39% | -$145K | ﹤0.01% | 2804 |
|
2023
Q3 | $365K | Sell |
14,719
-52,078
| -78% | -$1.29M | ﹤0.01% | 2350 |
|
2023
Q2 | $1.68M | Sell |
66,797
-8,409
| -11% | -$212K | 0.01% | 1279 |
|
2023
Q1 | $1.92M | Buy |
75,206
+16,078
| +27% | +$410K | 0.01% | 1151 |
|
2022
Q4 | $1.49M | Buy |
59,128
+35,074
| +146% | +$884K | 0.01% | 1265 |
|
2022
Q3 | $592K | Buy |
+24,054
| New | +$592K | ﹤0.01% | 1831 |
|
2021
Q3 | – | Sell |
-7,462
| Closed | -$201K | – | 3142 |
|
2021
Q2 | $201K | Buy |
+7,462
| New | +$201K | ﹤0.01% | 2835 |
|
2021
Q1 | – | Sell |
-8,200
| Closed | -$222K | – | 2928 |
|
2020
Q4 | $222K | Hold |
8,200
| – | – | ﹤0.01% | 2394 |
|
2020
Q3 | $221K | Buy |
+8,200
| New | +$221K | ﹤0.01% | 2169 |
|