HB Wealth Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-10,131	Closed	-$258K	–	1245
2024 Q4	$258K	Hold	10,131	–	–	﹤0.01%	871
2024 Q3	$260K	Hold	10,131	–	–	﹤0.01%	807
2024 Q2	$257K	Hold	10,131	–	–	﹤0.01%	768
2024 Q1	$257K	Hold	10,131	–	–	﹤0.01%	714
2023 Q4	$258K	Hold	10,131	–	–	﹤0.01%	663
2023 Q3	$251K	Hold	10,131	–	–	﹤0.01%	622
2023 Q2	$255K	Hold	10,131	–	–	﹤0.01%	596
2023 Q1	$259K	Hold	10,131	–	–	﹤0.01%	579
2022 Q4	$255K	Hold	10,131	–	–	﹤0.01%	564
2022 Q3	$250K	Hold	10,131	–	–	0.01%	480
2022 Q2	$257K	Hold	10,131	–	–	0.01%	478
2022 Q1	$258K	Hold	10,131	–	–	﹤0.01%	492
2021 Q4	$272K	Buy	+10,131	New	+$272K	0.01%	407