CFS Investment Advisory Services’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
Q3 | $634K | Sell |
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|
2025
Q2 | $654K | Sell |
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2025
Q1 | $657K | Sell |
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|
2024
Q4 | $771K | Sell |
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|
2024
Q3 | $848K | Sell |
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|
2024
Q2 | $866K | Sell |
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|
2024
Q1 | $1.19M | Buy |
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|
2023
Q4 | $1.2M | Sell |
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|
2023
Q3 | $1.27M | Sell |
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|
2023
Q2 | $1.48M | Sell |
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|
2023
Q1 | $1.7M | Buy |
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|
2022
Q4 | $1.33M | Sell |
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|
2022
Q3 | $1.47M | Buy |
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|
2022
Q2 | $1.47M | Sell |
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|
2022
Q1 | $55K | Buy |
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|
2021
Q4 | $1.41M | Buy |
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