Commonwealth Financial 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 | $350K | Sell |
13,655
-440
| -3% | -$11.3K | 0.07% | 142 |
|
|
2025
Q1 | $360K | Sell |
14,095
-951
| -6% | -$24.3K | 0.07% | 134 |
|
|
2024
Q4 | $383K | Hold |
15,046
| – | – | 0.08% | 127 |
|
|
2024
Q3 | $385K | Buy |
15,046
+1,106
| +8% | +$28.3K | 0.08% | 121 |
|
|
2024
Q2 | $353K | Sell |
13,940
-2,819
| -17% | -$71.3K | 0.07% | 120 |
|
|
2024
Q1 | $428K | Hold |
16,759
| – | – | 0.1% | 105 |
|
|
2023
Q4 | $428K | Buy |
+16,759
| New | +$428K | 0.1% | 104 |
|