Carr Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,000
| Closed | -$203K | – | 189 |
|
|
2024
Q1 | $203K | Hold |
8,000
| – | – | 0.07% | 174 |
|
|
2023
Q4 | $204K | Buy |
+8,000
| New | +$204K | 0.08% | 161 |
|
|
2023
Q3 | – | Sell |
-8,000
| Closed | -$201K | – | 167 |
|
|
2023
Q2 | $201K | Hold |
8,000
| – | – | 0.08% | 173 |
|
|
2023
Q1 | $204K | Buy |
+8,000
| New | +$204K | 0.09% | 167 |
|