Cora Capital 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 | $320K | Hold |
12,500
| – | – | 0.14% | 75 |
|
2025
Q1 | $320K | Hold |
12,500
| – | – | 0.15% | 73 |
|
2024
Q4 | $318K | Hold |
12,500
| – | – | 0.15% | 72 |
|
2024
Q3 | $321K | Hold |
12,500
| – | – | 0.16% | 72 |
|
2024
Q2 | $317K | Hold |
12,500
| – | – | 0.16% | 71 |
|
2024
Q1 | $317K | Hold |
12,500
| – | – | 0.17% | 67 |
|
2023
Q4 | $319K | Buy |
12,500
+800
| +7% | +$20.4K | 0.19% | 64 |
|
2023
Q3 | $290K | Hold |
11,700
| – | – | 0.19% | 69 |
|
2023
Q2 | $295K | Hold |
11,700
| – | – | 0.2% | 72 |
|
2023
Q1 | $299K | Buy |
+11,700
| New | +$299K | 0.22% | 63 |
|