CA
CGN Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-27,534
| Closed | -$702K | – | 219 |
|
|
2022
Q1 | $702K | Sell |
27,534
-10,323
| -27% | -$263K | 0.18% | 119 |
|
|
2021
Q4 | $1.02M | Buy |
37,857
+5,308
| +16% | +$143K | 0.26% | 87 |
|
|
2021
Q3 | $875K | Buy |
32,549
+1,827
| +6% | +$49.1K | 0.29% | 82 |
|
|
2021
Q2 | $829K | Buy |
30,722
+1,498
| +5% | +$40.4K | 0.26% | 86 |
|
|
2021
Q1 | $784K | Buy |
29,224
+6,004
| +26% | +$161K | 0.28% | 79 |
|
|
2020
Q4 | $629K | Buy |
+23,220
| New | +$629K | 0.25% | 92 |
|