Kades & Cheifetz’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $854K | Buy |
33,529
+9,675
| +41% | +$246K | 0.44% | 53 |
|
|
2024
Q3 | $612K | Buy |
23,854
+3,633
| +18% | +$93.2K | 0.35% | 56 |
|
|
2024
Q2 | $512K | Buy |
20,221
+4,891
| +32% | +$124K | 0.32% | 58 |
|
|
2024
Q1 | $389K | Buy |
15,330
+3,178
| +26% | +$80.6K | 0.25% | 60 |
|
|
2023
Q4 | $310K | Buy |
12,152
+1,833
| +18% | +$46.8K | 0.22% | 67 |
|
|
2023
Q3 | $256K | Buy |
10,319
+14
| +0.1% | +$347 | 0.2% | 66 |
|
|
2023
Q2 | $259K | Hold |
10,305
| – | – | 0.2% | 69 |
|
|
2023
Q1 | $263K | Hold |
10,305
| – | – | 0.21% | 67 |
|
|
2022
Q4 | $260K | Buy |
+10,305
| New | +$260K | 0.22% | 68 |
|