HB Wealth 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
Q1 | – | Sell |
-10,131
| Closed | -$258K | – | 1214 |
|
|
2024
Q4 | $258K | Hold |
10,131
| – | – | ﹤0.01% | 860 |
|
|
2024
Q3 | $260K | Hold |
10,131
| – | – | ﹤0.01% | 799 |
|
|
2024
Q2 | $257K | Hold |
10,131
| – | – | ﹤0.01% | 757 |
|
|
2024
Q1 | $257K | Hold |
10,131
| – | – | ﹤0.01% | 710 |
|
|
2023
Q4 | $258K | Hold |
10,131
| – | – | ﹤0.01% | 662 |
|
|
2023
Q3 | $251K | Hold |
10,131
| – | – | ﹤0.01% | 621 |
|
|
2023
Q2 | $255K | Hold |
10,131
| – | – | ﹤0.01% | 595 |
|
|
2023
Q1 | $259K | Hold |
10,131
| – | – | ﹤0.01% | 579 |
|
|
2022
Q4 | $255K | Hold |
10,131
| – | – | ﹤0.01% | 563 |
|
|
2022
Q3 | $250K | Hold |
10,131
| – | – | 0.01% | 479 |
|
|
2022
Q2 | $257K | Hold |
10,131
| – | – | 0.01% | 477 |
|
|
2022
Q1 | $258K | Hold |
10,131
| – | – | ﹤0.01% | 491 |
|
|
2021
Q4 | $272K | Buy |
+10,131
| New | +$272K | 0.01% | 405 |
|