CA
Crumly & Associates’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,450
| Closed | -$318K | – | 166 |
|
|
2025
Q1 | $318K | Sell |
12,450
-31,685
| -72% | -$810K | 0.09% | 125 |
|
|
2024
Q4 | $1.12M | Sell |
44,135
-2,054
| -4% | -$52.3K | 0.31% | 59 |
|
|
2024
Q3 | $1.18M | Sell |
46,189
-21,383
| -32% | -$549K | 0.33% | 58 |
|
|
2024
Q2 | $1.71M | Sell |
67,572
-160,254
| -70% | -$4.06M | 0.49% | 44 |
|
|
2024
Q1 | $5.78M | Sell |
227,826
-76,737
| -25% | -$1.95M | 1.52% | 27 |
|
|
2023
Q4 | $7.77M | Buy |
+304,563
| New | +$7.77M | 2.26% | 17 |
|