FinTrust Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,366
| Closed | -$162K | – | 1254 |
|
|
2022
Q1 | $162K | Hold |
6,366
| – | – | 0.04% | 319 |
|
|
2021
Q4 | $171K | Hold |
6,366
| – | – | 0.04% | 303 |
|
|
2021
Q3 | $171K | Hold |
6,366
| – | – | 0.05% | 297 |
|
|
2021
Q2 | $172K | Hold |
6,366
| – | – | 0.05% | 303 |
|
|
2021
Q1 | $171K | Hold |
6,366
| – | – | 0.05% | 296 |
|
|
2020
Q4 | $172K | Hold |
6,366
| – | – | 0.05% | 269 |
|
|
2020
Q3 | $171 | Hold |
6,366
| – | – | 0.03% | 261 |
|
|
2020
Q2 | $170K | Hold |
6,366
| – | – | 0.07% | 232 |
|
|
2020
Q1 | $164K | Hold |
6,366
| – | – | 0.08% | 207 |
|
|
2019
Q4 | $165K | Hold |
6,366
| – | – | 0.07% | 241 |
|
|
2019
Q3 | $165K | Buy |
+6,366
| New | +$165K | 0.06% | 234 |
|