Capital Investment 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 | $1.63M | Buy |
63,738
+6,344
| +11% | +$163K | 0.03% | 260 |
|
|
2025
Q1 | $1.47M | Buy |
57,394
+1,417
| +3% | +$36.2K | 0.03% | 266 |
|
|
2024
Q4 | $1.43M | Buy |
55,977
+10,838
| +24% | +$276K | 0.03% | 261 |
|
|
2024
Q3 | $1.16M | Buy |
45,139
+2,178
| +5% | +$55.9K | 0.02% | 281 |
|
|
2024
Q2 | $1.09M | Buy |
42,961
+5,751
| +15% | +$146K | 0.02% | 276 |
|
|
2024
Q1 | $943K | Buy |
37,210
+479
| +1% | +$12.1K | 0.02% | 296 |
|
|
2023
Q4 | $937K | Buy |
36,731
+3,907
| +12% | +$99.7K | 0.02% | 280 |
|
|
2023
Q3 | $814K | Buy |
32,824
+3,111
| +10% | +$77.2K | 0.02% | 290 |
|
|
2023
Q2 | $748K | Buy |
29,713
+3,315
| +13% | +$83.5K | 0.02% | 276 |
|
|
2023
Q1 | $674K | Buy |
26,398
+4,083
| +18% | +$104K | 0.02% | 307 |
|
|
2022
Q4 | $563K | Buy |
22,315
+10,903
| +96% | +$275K | 0.02% | 340 |
|
|
2022
Q3 | $281K | Buy |
11,412
+63
| +0.6% | +$1.55K | 0.01% | 427 |
|
|
2022
Q2 | $288K | Buy |
11,349
+748
| +7% | +$19K | 0.01% | 440 |
|
|
2022
Q1 | $270K | Buy |
+10,601
| New | +$270K | 0.01% | 480 |
|