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 |
|