Garden State Investment Advisory Services’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 | – | Sell |
-10,690
| Closed | -$273K | – | 289 |
|
|
2025
Q1 | $273K | Sell |
10,690
-6,348
| -37% | -$162K | 0.09% | 194 |
|
|
2024
Q4 | $434K | Sell |
17,038
-2,300
| -12% | -$58.6K | 0.13% | 133 |
|
|
2024
Q3 | $496K | Sell |
19,338
-4,636
| -19% | -$119K | 0.16% | 117 |
|
|
2024
Q2 | $607K | Sell |
23,974
-10,014
| -29% | -$254K | 0.21% | 92 |
|
|
2024
Q1 | $862K | Sell |
33,988
-1
| -0% | -$25 | 0.32% | 67 |
|
|
2023
Q4 | $867K | Sell |
33,989
-4,309
| -11% | -$110K | 0.34% | 63 |
|
|
2023
Q3 | $950K | Buy |
38,298
+4,628
| +14% | +$115K | 0.44% | 48 |
|
|
2023
Q2 | $848K | Buy |
33,670
+14,679
| +77% | +$370K | 0.33% | 61 |
|
|
2023
Q1 | $485K | Buy |
18,991
+52
| +0.3% | +$1.33K | 0.21% | 92 |
|
|
2022
Q4 | $477K | Buy |
+18,939
| New | +$477K | 0.28% | 82 |
|