Envestnet Asset Management’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 | $22.5M | Buy |
878,008
+4,507
| +0.5% | +$115K | 0.01% | 1181 |
|
|
2025
Q1 | $22.3M | Sell |
873,501
-75,521
| -8% | -$1.93M | 0.01% | 1125 |
|
|
2024
Q4 | $24.2M | Buy |
949,022
+23,950
| +3% | +$610K | 0.01% | 1084 |
|
|
2024
Q3 | $23.7M | Buy |
925,072
+40,778
| +5% | +$1.05M | 0.01% | 1075 |
|
|
2024
Q2 | $22.4M | Buy |
884,294
+28,801
| +3% | +$729K | 0.01% | 1063 |
|
|
2024
Q1 | $21.7M | Buy |
855,493
+39,686
| +5% | +$1.01M | 0.01% | 1056 |
|
|
2023
Q4 | $20.8M | Buy |
815,807
+19,476
| +2% | +$497K | 0.01% | 1018 |
|
|
2023
Q3 | $19.8M | Sell |
796,331
-14,633
| -2% | -$363K | 0.01% | 984 |
|
|
2023
Q2 | $20.4M | Sell |
810,964
-3,855
| -0.5% | -$97.1K | 0.01% | 919 |
|
|
2023
Q1 | $20.8M | Buy |
814,819
+33,132
| +4% | +$846K | 0.01% | 864 |
|
|
2022
Q4 | $19.7M | Buy |
781,687
+103,612
| +15% | +$2.61M | 0.01% | 864 |
|
|
2022
Q3 | $16.7M | Buy |
678,075
+104,117
| +18% | +$2.56M | 0.01% | 872 |
|
|
2022
Q2 | $14.5M | Buy |
573,958
+272,787
| +91% | +$6.91M | 0.01% | 959 |
|
|
2022
Q1 | $7.68M | Buy |
301,171
+27,145
| +10% | +$692K | ﹤0.01% | 1368 |
|
|
2021
Q4 | $7.36M | Buy |
274,026
+158,528
| +137% | +$4.26M | ﹤0.01% | 1373 |
|
|
2021
Q3 | $3.11M | Buy |
115,498
+19,533
| +20% | +$525K | ﹤0.01% | 1813 |
|
|
2021
Q2 | $2.59M | Buy |
95,965
+25,592
| +36% | +$690K | ﹤0.01% | 1896 |
|
|
2021
Q1 | $1.89M | Buy |
+70,373
| New | +$1.89M | ﹤0.01% | 1973 |
|