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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $654K | Sell |
25,536
-153
| -0.6% | -$3.92K | 0.05% | 205 |
|
|
2025
Q1 | $657K | Sell |
25,689
-4,599
| -15% | -$118K | 0.06% | 197 |
|
|
2024
Q4 | $771K | Sell |
30,288
-2,755
| -8% | -$70.1K | 0.07% | 177 |
|
|
2024
Q3 | $848K | Sell |
33,043
-1,147
| -3% | -$29.4K | 0.07% | 166 |
|
|
2024
Q2 | $866K | Sell |
34,190
-12,696
| -27% | -$322K | 0.07% | 150 |
|
|
2024
Q1 | $1.19M | Buy |
46,886
+33
| +0.1% | +$837 | 0.2% | 75 |
|
|
2023
Q4 | $1.2M | Sell |
46,853
-4,328
| -8% | -$110K | 0.22% | 69 |
|
|
2023
Q3 | $1.27M | Sell |
51,181
-7,613
| -13% | -$189K | 0.2% | 83 |
|
|
2023
Q2 | $1.48M | Sell |
58,794
-7,716
| -12% | -$194K | 0.19% | 97 |
|
|
2023
Q1 | $1.7M | Buy |
66,510
+13,554
| +26% | +$346K | 0.31% | 55 |
|
|
2022
Q4 | $1.34M | Sell |
52,956
-1,411,927
| -96% | -$35.6M | 0.3% | 53 |
|
|
2022
Q3 | $1.47M | Buy |
1,464,883
+1,406,922
| +2,427% | +$1.41M | 0.34% | 44 |
|
|
2022
Q2 | $1.47M | Sell |
57,961
-1,355,888
| -96% | -$34.4M | 0.22% | 95 |
|
|
2022
Q1 | $55K | Buy |
1,413,849
+1,359,807
| +2,516% | +$52.9K | 0.24% | 56 |
|
|
2021
Q4 | $1.41M | Buy |
+54,042
| New | +$1.41M | 0.19% | 113 |
|