Cooper/Haims 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 | $256K | Hold |
10,000
| – | – | 0.13% | 73 |
|
|
2025
Q1 | $256K | Hold |
10,000
| – | – | 0.14% | 65 |
|
|
2024
Q4 | $255K | Hold |
10,000
| – | – | 0.14% | 66 |
|
|
2024
Q3 | $257K | Hold |
10,000
| – | – | 0.14% | 68 |
|
|
2024
Q2 | $253K | Hold |
10,000
| – | – | 0.14% | 71 |
|
|
2024
Q1 | $254K | Hold |
10,000
| – | – | 0.15% | 67 |
|
|
2023
Q4 | $255K | Buy |
+10,000
| New | +$255K | 0.14% | 62 |
|