DSA
Droms Strauss Advisors’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 | $300K | Buy |
11,714
+398
| +4% | +$10.2K | 0.09% | 60 |
|
|
2025
Q1 | $289K | Buy |
11,316
+1,313
| +13% | +$33.6K | 0.1% | 55 |
|
|
2024
Q4 | $255K | Buy |
+10,003
| New | +$255K | 0.08% | 60 |
|
|
2024
Q1 | – | Sell |
-40,641
| Closed | -$1.04M | – | 65 |
|
|
2023
Q4 | $1.04M | Sell |
40,641
-2,569
| -6% | -$65.6K | 0.4% | 38 |
|
|
2023
Q3 | $1.07M | Buy |
43,210
+919
| +2% | +$22.8K | 0.46% | 32 |
|
|
2023
Q2 | $1.06M | Buy |
42,291
+5,526
| +15% | +$139K | 0.44% | 33 |
|
|
2023
Q1 | $939K | Buy |
36,765
+4,149
| +13% | +$106K | 0.42% | 34 |
|
|
2022
Q4 | $823K | Buy |
32,616
+271
| +0.8% | +$6.84K | 0.38% | 38 |
|
|
2022
Q3 | $793K | Buy |
32,345
+15,386
| +91% | +$377K | 0.39% | 31 |
|
|
2022
Q2 | $432K | Buy |
+16,959
| New | +$432K | 0.22% | 44 |
|