FMWA
Forvis Mazars Wealth Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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 | +$204K | 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 | +$202K | 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% | 340 |
|
|
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 | +$205K | 0.02% | 251 |
|