Gould Asset Management’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 | $522K | Buy |
20,375
+2,995
| +17% | +$76.7K | 0.1% | 101 |
|
|
2025
Q1 | $444K | Buy |
17,380
+230
| +1% | +$5.88K | 0.09% | 106 |
|
|
2024
Q4 | $437K | Buy |
17,150
+20
| +0.1% | +$509 | 0.09% | 105 |
|
|
2024
Q3 | $439K | Hold |
17,130
| – | – | 0.09% | 102 |
|
|
2024
Q2 | $434K | Hold |
17,130
| – | – | 0.1% | 102 |
|
|
2024
Q1 | $434K | Hold |
17,130
| – | – | 0.11% | 102 |
|
|
2023
Q4 | $437K | Buy |
+17,130
| New | +$437K | 0.11% | 94 |
|