Foundry Financial Group’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 | $1.02M | Buy |
39,977
+39
| +0.1% | +$999 | 0.58% | 31 |
|
|
2025
Q1 | $1.02M | Sell |
39,938
-4,250
| -10% | -$109K | 0.63% | 32 |
|
|
2024
Q4 | $1.13M | Buy |
44,188
+1,530
| +4% | +$39K | 0.7% | 33 |
|
|
2024
Q3 | $1.09M | Sell |
42,658
-475
| -1% | -$12.2K | 0.68% | 31 |
|
|
2024
Q2 | $1.09M | Hold |
43,133
| – | – | 0.75% | 29 |
|
|
2024
Q1 | $1.09M | Sell |
43,133
-1,680
| -4% | -$42.6K | 0.78% | 24 |
|
|
2023
Q4 | $1.14M | Buy |
+44,813
| New | +$1.14M | 0.97% | 24 |
|