IFP Advisors’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
2026 Q1	$828K	Buy	32,293 +6,791	+27%	+$174K	0.02%	757
2025 Q4	$654K	Sell	25,502 -907	-3%	-$23.2K	0.01%	825
2025 Q3	$678K	Sell	26,409 -8,169	-24%	-$210K	0.02%	753
2025 Q2	$886K	Buy	34,578 +3,834	+12%	+$97.8K	0.03%	621
2025 Q1	$786K	Sell	30,744 -2,771	-8%	-$70.7K	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%	-$92.9K	0.03%	512
2024 Q2	$952K	Sell	37,597 -927	-2%	-$23.4K	0.04%	454
2024 Q1	$977K	Buy	38,524 +1,735	+5%	+$44.1K	0.04%	418
2023 Q4	$939K	Buy	36,789 +6,269	+21%	+$157K	0.04%	402
2023 Q3	$757K	Sell	30,520 -7,690	-20%	-$193K	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%	-$165K	0.05%	335
2022 Q4	$1.37M	Buy	54,580 +25,845	+90%	+$644K	0.04%	494
2022 Q3	$719K	Buy	28,735 +22,856	+389%	+$580K	0.02%	761
2022 Q2	$147K	Hold	5,879	–	–	﹤0.01%	1462
2022 Q1	$147K	Buy	+5,879	New	+$154K	﹤0.01%	1462
2021 Q3	–	Hold	0	–	–	–	3982
2021 Q2	–	Hold	0	–	–	–	3697
2021 Q1	–	Sell	-1,879	Closed	-$50.7K	–	3618
2020 Q4	$51K	Hold	1,879	–	–	﹤0.01%	1431
2020 Q3	$51K	Buy	+1,879	New	+$50.6K	﹤0.01%	1282