Kathmere Capital Management’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 | $12.1M | Sell |
474,005
-54,352
| -10% | -$1.39M | 0.93% | 28 |
|
|
2025
Q1 | $13.5M | Sell |
528,357
-94,557
| -15% | -$2.42M | 1.15% | 25 |
|
|
2024
Q4 | $15.9M | Sell |
622,914
-7,847
| -1% | -$200K | 1.42% | 22 |
|
|
2024
Q3 | $16.2M | Sell |
630,761
-56,720
| -8% | -$1.46M | 1.52% | 20 |
|
|
2024
Q2 | $17.4M | Buy |
687,481
+25,256
| +4% | +$639K | 1.84% | 16 |
|
|
2024
Q1 | $16.8M | Buy |
662,225
+53,472
| +9% | +$1.36M | 1.92% | 18 |
|
|
2023
Q4 | $15.5M | Buy |
608,753
+499,990
| +460% | +$12.8M | 2.01% | 18 |
|
|
2023
Q3 | $2.7M | Buy |
+108,763
| New | +$2.7M | 0.4% | 46 |
|