Global Financial Private Client’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 |
-5,801
| Closed | -$148K | – | 847 |
|
|
2025
Q1 | $148K | Sell |
5,801
-641
| -10% | -$16.4K | 0.06% | 226 |
|
|
2024
Q4 | $164K | Sell |
6,442
-3,098
| -32% | -$78.9K | 0.06% | 214 |
|
|
2024
Q3 | $245K | Buy |
9,540
+181
| +2% | +$4.64K | 0.1% | 185 |
|
|
2024
Q2 | $237K | Buy |
9,359
+220
| +2% | +$5.57K | 0.1% | 175 |
|
|
2024
Q1 | $231K | Buy |
9,139
+32
| +0.4% | +$809 | 0.1% | 171 |
|
|
2023
Q4 | $232K | Sell |
9,107
-2,426
| -21% | -$61.9K | 0.11% | 165 |
|
|
2023
Q3 | $285K | Sell |
11,533
-1,830
| -14% | -$45.2K | 0.15% | 140 |
|
|
2023
Q2 | $336K | Sell |
13,363
-604
| -4% | -$15.2K | 0.17% | 134 |
|
|
2023
Q1 | $356K | Buy |
+13,967
| New | +$356K | 0.18% | 120 |
|