James Investment Research’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 | $1.51M | Hold |
58,755
| – | – | 0.18% | 121 |
|
|
2025
Q1 | $1.5M | Hold |
58,755
| – | – | 0.19% | 115 |
|
|
2024
Q4 | $1.5M | Buy |
58,755
+5,870
| +11% | +$149K | 0.18% | 117 |
|
|
2024
Q3 | $1.36M | Buy |
52,885
+1,951
| +4% | +$50.1K | 0.16% | 129 |
|
|
2024
Q2 | $1.29M | Hold |
50,934
| – | – | 0.15% | 130 |
|
|
2024
Q1 | $1.29M | Buy |
50,934
+650
| +1% | +$16.5K | 0.15% | 129 |
|
|
2023
Q4 | $1.28M | Buy |
+50,284
| New | +$1.28M | 0.16% | 128 |
|