Integrated Wealth Concepts’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 | $8.62M | Buy |
336,583
+11,287
| +3% | +$289K | 0.09% | 219 |
|
|
2025
Q1 | $8.31M | Buy |
325,296
+20,544
| +7% | +$525K | 0.1% | 206 |
|
|
2024
Q4 | $7.76M | Buy |
304,752
+79,434
| +35% | +$2.02M | 0.09% | 215 |
|
|
2024
Q3 | $5.78M | Buy |
225,318
+35,749
| +19% | +$917K | 0.07% | 256 |
|
|
2024
Q2 | $4.8M | Buy |
189,569
+5,273
| +3% | +$134K | 0.07% | 272 |
|
|
2024
Q1 | $4.67M | Buy |
184,296
+43,193
| +31% | +$1.09M | 0.07% | 275 |
|
|
2023
Q4 | $3.6M | Buy |
141,103
+38,354
| +37% | +$978K | 0.06% | 303 |
|
|
2023
Q3 | $2.55M | Sell |
102,749
-8,775
| -8% | -$218K | 0.05% | 372 |
|
|
2023
Q2 | $2.81M | Buy |
111,524
+25,926
| +30% | +$653K | 0.05% | 342 |
|
|
2023
Q1 | $2.19M | Buy |
85,598
+35,651
| +71% | +$910K | 0.05% | 376 |
|
|
2022
Q4 | $1.26M | Buy |
+49,947
| New | +$1.26M | 0.03% | 420 |
|