Concourse Financial Group Securities’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
Q1 | – | Hold |
0
| – | – | – | 3835 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 5102 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 5085 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 5119 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 5123 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 5066 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 4991 |
|
|
2023
Q2 | – | Sell |
-5,632
| Closed | -$144K | – | 4905 |
|
|
2023
Q1 | $144K | Buy |
5,632
+287
| +5% | +$7.33K | 0.01% | 750 |
|
|
2022
Q4 | $135K | Hold |
5,345
| – | – | 0.01% | 739 |
|
|
2022
Q3 | $132K | Buy |
+5,345
| New | +$132K | 0.01% | 643 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 4570 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 4493 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 4544 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4443 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4314 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4210 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4113 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3944 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3834 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3837 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3787 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3544 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 3804 |
|