LBMC Investment Advisors’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 | $11.9M | Buy |
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2025
Q2 | $10.6M | Buy |
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2025
Q1 | $9.37M | Buy |
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|
2024
Q4 | $8.4M | Buy |
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|
2024
Q3 | $8.1M | Buy |
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|
2024
Q2 | $6.53M | Buy |
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|
2024
Q1 | $4.73M | Buy |
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|
2023
Q4 | $1.97M | Buy |
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|
2023
Q3 | $1.21M | Hold |
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|
2023
Q2 | $1.23M | Hold |
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|
2023
Q1 | $1.25M | Buy |
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|
2022
Q4 | $248K | Hold |
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|
2022
Q3 | $243K | Buy |
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