Klingman & Associates’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 | $302K | Sell |
11,767
-2,325
| -16% | -$59.6K | 0.02% | 241 |
|
|
2025
Q1 | $360K | Sell |
14,092
-2,821
| -17% | -$72.1K | 0.02% | 197 |
|
|
2024
Q4 | $431K | Sell |
16,913
-6,528
| -28% | -$166K | 0.03% | 168 |
|
|
2024
Q3 | $601K | Sell |
23,441
-1,716
| -7% | -$44K | 0.04% | 145 |
|
|
2024
Q2 | $637K | Sell |
25,157
-19,920
| -44% | -$504K | 0.04% | 121 |
|
|
2024
Q1 | $1.14M | Sell |
45,077
-11,486
| -20% | -$291K | 0.08% | 89 |
|
|
2023
Q4 | $1.44M | Sell |
56,563
-8,313
| -13% | -$212K | 0.11% | 74 |
|
|
2023
Q3 | $1.61M | Buy |
64,876
+5,810
| +10% | +$144K | 0.13% | 72 |
|
|
2023
Q2 | $1.49M | Buy |
59,066
+5,177
| +10% | +$130K | 0.12% | 68 |
|
|
2023
Q1 | $1.38M | Buy |
53,889
+6,907
| +15% | +$176K | 0.12% | 66 |
|
|
2022
Q4 | $1.18M | Buy |
46,982
+20,871
| +80% | +$526K | 0.1% | 69 |
|
|
2022
Q3 | $643K | Buy |
26,111
+11,535
| +79% | +$284K | 0.06% | 90 |
|
|
2022
Q2 | $369K | Buy |
+14,576
| New | +$369K | 0.04% | 132 |
|