Clearstead Advisors’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	$22.6M	Buy	882,174 +26,753	+3%	+$685K	0.32%	67
2025 Q1	$21.9M	Sell	855,421 -7,884	-0.9%	-$202K	0.34%	63
2024 Q4	$22M	Buy	863,305 +64,817	+8%	+$1.65M	0.33%	65
2024 Q3	$20.5M	Buy	798,488 +25,146	+3%	+$645K	0.32%	69
2024 Q2	$19.6M	Buy	+773,342	New	+$19.6M	0.33%	63