Klingman & Associates’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $282K | Sell |
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|
2025
Q2 | $302K | Sell |
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|
2025
Q1 | $360K | Sell |
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|
2024
Q4 | $431K | Sell |
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|
2024
Q3 | $601K | Sell |
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|
2024
Q2 | $637K | Sell |
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|
2024
Q1 | $1.14M | Sell |
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|
2023
Q4 | $1.44M | Sell |
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|
2023
Q3 | $1.61M | Buy |
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|
2023
Q2 | $1.49M | Buy |
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|
2023
Q1 | $1.38M | Buy |
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|
2022
Q4 | $1.18M | Buy |
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|
2022
Q3 | $643K | Buy |
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|
2022
Q2 | $369K | Buy |
|