Lantz Financial’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 | $1.04M | Buy |
40,469
+1,036
| +3% | +$26.5K | 0.26% | 95 |
|
|
2025
Q1 | $1.01M | Buy |
39,433
+78
| +0.2% | +$1.99K | 0.28% | 93 |
|
|
2024
Q4 | $1M | Buy |
39,355
+8,742
| +29% | +$223K | 0.27% | 90 |
|
|
2024
Q3 | $785K | Buy |
30,613
+5,773
| +23% | +$148K | 0.21% | 104 |
|
|
2024
Q2 | $629K | Sell |
24,840
-975
| -4% | -$24.7K | 0.2% | 109 |
|
|
2024
Q1 | $654K | Buy |
25,815
+5,016
| +24% | +$127K | 0.21% | 105 |
|
|
2023
Q4 | $531K | Buy |
+20,799
| New | +$531K | 0.19% | 110 |
|