Financial Engines 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 | $1.13M | Buy |
44,232
+11,624
| +36% | +$298K | ﹤0.01% | 282 |
|
|
2025
Q1 | $833K | Sell |
32,608
-11,686
| -26% | -$299K | ﹤0.01% | 274 |
|
|
2024
Q4 | $1.13M | Buy |
44,294
+1,912
| +5% | +$48.7K | ﹤0.01% | 246 |
|
|
2024
Q3 | $1.09M | Buy |
42,382
+22,367
| +112% | +$574K | ﹤0.01% | 229 |
|
|
2024
Q2 | $507K | Buy |
20,015
+8,248
| +70% | +$209K | ﹤0.01% | 257 |
|
|
2024
Q1 | $298K | Buy |
11,767
+3,919
| +50% | +$99.3K | ﹤0.01% | 291 |
|
|
2023
Q4 | $200K | Buy |
+7,848
| New | +$200K | ﹤0.01% | 309 |
|