CAPTRUST Financial Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Sell |
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|
2025
Q1 | $521K | Sell |
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|
2024
Q4 | $633K | Sell |
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|
2024
Q3 | $713K | Buy |
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|
2024
Q2 | $463K | Buy |
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|
2024
Q1 | $400K | Sell |
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|
2023
Q4 | $463K | Buy |
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|
2023
Q3 | $284K | Hold |
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|
2023
Q2 | $288K | Sell |
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|
2023
Q1 | $346K | Buy |
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|
2022
Q4 | $339K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $76K | Sell |
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|
2022
Q1 | $285K | Sell |
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|
2021
Q4 | $323K | Buy |
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|
2021
Q3 | $316K | Sell |
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|
2021
Q2 | $350K | Sell |
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|
2021
Q1 | $624K | Buy |
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|
2020
Q4 | $531K | Buy |
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|
2020
Q3 | $485K | Buy |
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|
2020
Q2 | $415K | Buy |
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|
2020
Q1 | $376K | Buy |
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