Creative Planning’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $369K | Buy |
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|
2025
Q2 | $296K | Hold |
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|
2025
Q1 | $295K | Sell |
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|
2024
Q4 | $322K | Sell |
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|
2024
Q3 | $344K | Sell |
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|
2024
Q2 | $538K | Sell |
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|
2024
Q1 | $678K | Sell |
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|
2023
Q4 | $851K | Sell |
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|
2023
Q3 | $989K | Buy |
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|
2023
Q2 | $979K | Sell |
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|
2023
Q1 | $1.02M | Buy |
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|
2022
Q4 | $690K | Sell |
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|
2022
Q3 | $740K | Buy |
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|
2022
Q2 | $662K | Sell |
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|
2022
Q1 | $873K | Sell |
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|
2021
Q4 | $1.27M | Sell |
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|
2021
Q3 | $1.28M | Sell |
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|
2021
Q2 | $1.29M | Buy |
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