Corient Private Wealth’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 | $600K | Sell |
23,406
-25,341
| -52% | -$649K | ﹤0.01% | 1696 |
|
|
2025
Q1 | $1.25M | Sell |
48,747
-320,749
| -87% | -$8.2M | ﹤0.01% | 1189 |
|
|
2024
Q4 | $9.41M | Sell |
369,496
-22,361
| -6% | -$569K | 0.02% | 527 |
|
|
2024
Q3 | $10.1M | Sell |
391,857
-16,776
| -4% | -$430K | 0.02% | 543 |
|
|
2024
Q2 | $10.3M | Sell |
408,633
-47,020
| -10% | -$1.19M | 0.02% | 520 |
|
|
2024
Q1 | $11.6M | Buy |
+455,653
| New | +$11.6M | 0.02% | 493 |
|
|
2023
Q4 | – | Sell |
-457,242
| Closed | -$11.3M | – | 2290 |
|
|
2023
Q3 | $11.3M | Buy |
457,242
+35,673
| +8% | +$885K | 0.03% | 454 |
|
|
2023
Q2 | $10.6M | Buy |
421,569
+70,387
| +20% | +$1.77M | 0.02% | 463 |
|
|
2023
Q1 | $8.97M | Buy |
351,182
+54,033
| +18% | +$1.38M | 0.02% | 449 |
|
|
2022
Q4 | $7.49M | Buy |
+297,149
| New | +$7.49M | 0.03% | 415 |
|