Creative Planning’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 | $296K | Hold |
11,556
| – | – | ﹤0.01% | 2895 |
|
|
2025
Q1 | $295K | Sell |
11,556
-1,100
| -9% | -$28.1K | ﹤0.01% | 2766 |
|
|
2024
Q4 | $322K | Sell |
12,656
-765
| -6% | -$19.5K | ﹤0.01% | 2589 |
|
|
2024
Q3 | $344K | Sell |
13,421
-7,809
| -37% | -$200K | ﹤0.01% | 2414 |
|
|
2024
Q2 | $538K | Sell |
21,230
-5,513
| -21% | -$140K | ﹤0.01% | 1874 |
|
|
2024
Q1 | $678K | Sell |
26,743
-6,627
| -20% | -$168K | ﹤0.01% | 1629 |
|
|
2023
Q4 | $851K | Sell |
33,370
-6,481
| -16% | -$165K | ﹤0.01% | 1325 |
|
|
2023
Q3 | $989K | Buy |
39,851
+970
| +2% | +$24.1K | ﹤0.01% | 1160 |
|
|
2023
Q2 | $979K | Sell |
38,881
-918
| -2% | -$23.1K | ﹤0.01% | 1131 |
|
|
2023
Q1 | $1.02M | Buy |
39,799
+12,428
| +45% | +$317K | ﹤0.01% | 1069 |
|
|
2022
Q4 | $690K | Sell |
27,371
-2,663
| -9% | -$67.1K | ﹤0.01% | 1235 |
|
|
2022
Q3 | $740K | Buy |
30,034
+3,904
| +15% | +$96.2K | ﹤0.01% | 1101 |
|
|
2022
Q2 | $662K | Sell |
26,130
-8,078
| -24% | -$205K | ﹤0.01% | 1153 |
|
|
2022
Q1 | $873K | Sell |
34,208
-13,042
| -28% | -$333K | ﹤0.01% | 1050 |
|
|
2021
Q4 | $1.27M | Sell |
47,250
-535
| -1% | -$14.4K | ﹤0.01% | 846 |
|
|
2021
Q3 | $1.29M | Sell |
47,785
-200
| -0.4% | -$5.38K | ﹤0.01% | 842 |
|
|
2021
Q2 | $1.29M | Buy |
+47,985
| New | +$1.29M | ﹤0.01% | 828 |
|