Janney Montgomery Scott’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 | $362K | Sell |
14,125
-8,213
| -37% | -$210K | ﹤0.01% | 2227 |
|
2025
Q1 | $571K | Buy |
22,338
+6,000
| +37% | +$153K | ﹤0.01% | 1899 |
|
2024
Q4 | $416K | Hold |
16,338
| – | – | ﹤0.01% | 2104 |
|
2024
Q3 | $419K | Sell |
16,338
-1,659
| -9% | -$42.5K | ﹤0.01% | 2086 |
|
2024
Q2 | $456K | Hold |
17,997
| – | – | ﹤0.01% | 1959 |
|
2024
Q1 | $456K | Buy |
17,997
+3,575
| +25% | +$90.6K | ﹤0.01% | 2071 |
|
2023
Q4 | $368K | Buy |
14,422
+15
| +0.1% | +$383 | ﹤0.01% | 2101 |
|
2023
Q3 | $357K | Buy |
14,407
+4,037
| +39% | +$100K | ﹤0.01% | 2022 |
|
2023
Q2 | $261K | Buy |
10,370
+917
| +10% | +$23.1K | ﹤0.01% | 2315 |
|
2023
Q1 | $241K | Hold |
9,453
| – | – | ﹤0.01% | 2180 |
|
2022
Q4 | $238K | Sell |
9,453
-4,000
| -30% | -$101K | ﹤0.01% | 2268 |
|
2022
Q3 | $331K | Buy |
13,453
+5,173
| +62% | +$127K | ﹤0.01% | 1939 |
|
2022
Q2 | $209K | Buy |
+8,280
| New | +$209K | ﹤0.01% | 2122 |
|