Horan Securities’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 | $217K | Hold |
8,453
| – | – | 0.08% | 140 |
|
|
2025
Q1 | $216K | Sell |
8,453
-1
| -0% | -$26 | 0.08% | 122 |
|
|
2024
Q4 | $215K | Sell |
8,454
-4,233
| -33% | -$108K | 0.08% | 124 |
|
|
2024
Q3 | $325K | Hold |
12,687
| – | – | 0.13% | 95 |
|
|
2024
Q2 | $321K | Buy |
12,687
+3,741
| +42% | +$94.7K | 0.14% | 78 |
|
|
2024
Q1 | $227K | Buy |
8,946
+933
| +12% | +$23.7K | 0.11% | 103 |
|
|
2023
Q4 | $204K | Buy |
+8,013
| New | +$204K | 0.1% | 105 |
|
|
2023
Q3 | – | Sell |
-5,663
| Closed | -$143K | – | 346 |
|
|
2023
Q2 | $143K | Sell |
5,663
-248
| -4% | -$6.24K | 0.06% | 146 |
|
|
2023
Q1 | $151K | Buy |
+5,911
| New | +$151K | 0.08% | 125 |
|