HighTower Advisors’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 | $8.46M | Sell |
329,979
-14,649
| -4% | -$375K | 0.01% | 869 |
|
2025
Q1 | $8.81M | Sell |
344,628
-6,470
| -2% | -$165K | 0.01% | 817 |
|
2024
Q4 | $8.94M | Buy |
351,098
+56,367
| +19% | +$1.44M | 0.01% | 797 |
|
2024
Q3 | $7.56M | Buy |
294,731
+33,366
| +13% | +$856K | 0.01% | 862 |
|
2024
Q2 | $6.61M | Buy |
261,365
+21,454
| +9% | +$543K | 0.01% | 887 |
|
2024
Q1 | $6.08M | Sell |
239,911
-21,730
| -8% | -$551K | 0.01% | 887 |
|
2023
Q4 | $6.68M | Buy |
261,641
+224,189
| +599% | +$5.72M | 0.01% | 846 |
|
2023
Q3 | $927K | Sell |
37,452
-237,776
| -86% | -$5.89M | ﹤0.01% | 1821 |
|
2023
Q2 | $6.93M | Buy |
275,228
+21,362
| +8% | +$538K | 0.01% | 770 |
|
2023
Q1 | $6.48M | Buy |
253,866
+23,703
| +10% | +$605K | 0.01% | 753 |
|
2022
Q4 | $5.8M | Buy |
230,163
+5,843
| +3% | +$147K | 0.01% | 792 |
|
2022
Q3 | $5.53M | Buy |
224,320
+200,643
| +847% | +$4.94M | 0.01% | 761 |
|
2022
Q2 | $599K | Sell |
23,677
-186,216
| -89% | -$4.71M | ﹤0.01% | 1920 |
|
2022
Q1 | $5.35M | Sell |
209,893
-49
| -0% | -$1.25K | 0.01% | 853 |
|
2021
Q4 | $5.64M | Buy |
209,942
+3,282
| +2% | +$88.2K | 0.01% | 843 |
|
2021
Q3 | $5.56M | Sell |
206,660
-1,720
| -0.8% | -$46.3K | 0.01% | 774 |
|
2021
Q2 | $5.62M | Buy |
208,380
+68,334
| +49% | +$1.84M | 0.02% | 750 |
|
2021
Q1 | $3.76M | Buy |
+140,046
| New | +$3.76M | 0.01% | 846 |
|