Cary Street Partners Investment Advisory’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 Q4	–	Sell	-9,595	Closed	-$246K	–	606
2024 Q3	$246K	Sell	9,595 -43	-0.4%	-$1.1K	0.01%	670
2024 Q2	$244K	Buy	+9,638	New	+$244K	0.01%	660
2023 Q4	–	Sell	-330	Closed	-$8.19K	–	1167
2023 Q3	$8.19K	Buy	+330	New	+$8.19K	﹤0.01%	1345