Focus Partners Wealth’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
$1.67M Buy
65,243
+5,279
+9% +$135K ﹤0.01% 951
2025
Q1
$1.53M Sell
59,964
-1,960
-3% -$50.1K ﹤0.01% 917
2024
Q4
$1.58M Buy
61,924
+5,253
+9% +$134K ﹤0.01% 898
2024
Q3
$1.45M Buy
56,671
+3,270
+6% +$83.9K ﹤0.01% 843
2024
Q2
$1.35M Buy
53,401
+14,036
+36% +$355K ﹤0.01% 728
2024
Q1
$998K Buy
39,365
+731
+2% +$18.5K 0.01% 597
2023
Q4
$986K Buy
+38,634
New +$986K 0.01% 453