Forvis Mazars Wealth Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-8,000	Closed	-$203K	–	406
2024 Q1	$203K	Hold	8,000	–	–	0.01%	386
2023 Q4	$204K	Buy	+8,000	New	+$201K	0.01%	374
2023 Q3	–	Sell	-8,000	Closed	-$201K	–	397
2023 Q2	$201K	Hold	8,000	–	–	0.01%	396
2023 Q1	$204K	Hold	8,000	–	–	0.01%	393
2022 Q4	$202K	Buy	+8,000	New	+$199K	0.01%	378
2022 Q3	–	Sell	-8,000	Closed	-$203K	–	391
2022 Q2	$203K	Hold	8,000	–	–	0.01%	376
2022 Q1	$204K	Hold	8,000	–	–	0.01%	293
2021 Q4	$215K	Hold	8,000	–	–	0.01%	274
2021 Q3	$215K	Hold	8,000	–	–	0.01%	261
2021 Q2	$216K	Hold	8,000	–	–	0.01%	250
2021 Q1	$215K	Hold	8,000	–	–	0.01%	261
2020 Q4	$217K	Hold	8,000	–	–	0.01%	341
2020 Q3	$215K	Hold	8,000	–	–	0.01%	306
2020 Q2	$213K	Hold	8,000	–	–	0.01%	294
2020 Q1	$206K	Hold	8,000	–	–	0.02%	269
2019 Q4	$208K	Hold	8,000	–	–	0.02%	278
2019 Q3	$207K	Hold	8,000	–	–	0.02%	252
2019 Q2	$205K	Buy	+8,000	New	+$203K	0.02%	251