IFP 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 | $886K | Buy |
34,578
+3,834
| +12% | +$98.2K | 0.03% | 621 |
|
|
2025
Q1 | $786K | Sell |
30,744
-2,771
| -8% | -$70.8K | 0.02% | 615 |
|
|
2024
Q4 | $853K | Sell |
33,515
-440
| -1% | -$11.2K | 0.03% | 561 |
|
|
2024
Q3 | $871K | Sell |
33,955
-3,642
| -10% | -$93.4K | 0.03% | 512 |
|
|
2024
Q2 | $952K | Sell |
37,597
-927
| -2% | -$23.5K | 0.04% | 454 |
|
|
2024
Q1 | $977K | Buy |
38,524
+1,735
| +5% | +$44K | 0.04% | 418 |
|
|
2023
Q4 | $939K | Buy |
36,789
+6,269
| +21% | +$160K | 0.04% | 402 |
|
|
2023
Q3 | $757K | Sell |
30,520
-7,690
| -20% | -$191K | 0.03% | 471 |
|
|
2023
Q2 | $962K | Sell |
38,210
-9,871
| -21% | -$249K | 0.04% | 441 |
|
|
2023
Q1 | $1.2M | Sell |
48,081
-6,499
| -12% | -$163K | 0.05% | 335 |
|
|
2022
Q4 | $1.37M | Buy |
54,580
+25,845
| +90% | +$647K | 0.04% | 494 |
|
|
2022
Q3 | $719K | Buy |
28,735
+22,856
| +389% | +$572K | 0.02% | 761 |
|
|
2022
Q2 | $147K | Hold |
5,879
| – | – | ﹤0.01% | 1463 |
|
|
2022
Q1 | $147K | Buy |
+5,879
| New | +$147K | ﹤0.01% | 1463 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3914 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3652 |
|
|
2021
Q1 | – | Sell |
-1,879
| Closed | -$51K | – | 3563 |
|
|
2020
Q4 | $51K | Hold |
1,879
| – | – | ﹤0.01% | 1431 |
|
|
2020
Q3 | $51K | Buy |
+1,879
| New | +$51K | ﹤0.01% | 1281 |
|