Farther Finance Advisors’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 | $4.61K | Hold |
180
| – | – | ﹤0.01% | 3384 |
|
2025
Q1 | $4.6K | Hold |
180
| – | – | ﹤0.01% | 3095 |
|
2024
Q4 | $4.58K | Hold |
180
| – | – | ﹤0.01% | 2711 |
|
2024
Q3 | $4.62K | Sell |
180
-1,989
| -92% | -$51K | ﹤0.01% | 2679 |
|
2024
Q2 | $54.8K | Sell |
2,169
-20,021
| -90% | -$506K | ﹤0.01% | 1382 |
|
2024
Q1 | $561K | Buy |
+22,190
| New | +$561K | 0.03% | 369 |
|
2023
Q4 | – | Sell |
-837
| Closed | -$20.8K | – | 3566 |
|
2023
Q3 | $20.8K | Hold |
837
| – | – | ﹤0.01% | 1074 |
|
2023
Q2 | $21.1K | Hold |
837
| – | – | ﹤0.01% | 985 |
|
2023
Q1 | $21.4K | Hold |
837
| – | – | 0.01% | 879 |
|
2022
Q4 | $21.1K | Buy |
+837
| New | +$21.1K | 0.01% | 717 |
|