Lee 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-51,300
| Closed | -$1.26M | – | 964 |
|
|
2022
Q3 | $1.26M | Hold |
51,300
| – | – | 0.24% | 59 |
|
|
2022
Q2 | $1.3M | Hold |
51,300
| – | – | 0.24% | 57 |
|
|
2022
Q1 | $1.31M | Hold |
51,300
| – | – | 0.23% | 56 |
|
|
2021
Q4 | $1.38M | Hold |
51,300
| – | – | 0.26% | 50 |
|
|
2021
Q3 | $1.38M | Hold |
51,300
| – | – | 0.29% | 51 |
|
|
2021
Q2 | $1.38M | Hold |
51,300
| – | – | 0.29% | 54 |
|
|
2021
Q1 | $1.38M | Hold |
51,300
| – | – | 0.33% | 51 |
|
|
2020
Q4 | $1.39M | Hold |
51,300
| – | – | 0.36% | 45 |
|
|
2020
Q3 | $1.38M | Hold |
51,300
| – | – | 0.39% | 45 |
|
|
2020
Q2 | $1.37M | Buy |
51,300
+12,800
| +33% | +$341K | 0.38% | 44 |
|
|
2020
Q1 | $993K | Hold |
38,500
| – | – | 0.33% | 49 |
|
|
2019
Q4 | $999K | Buy |
+38,500
| New | +$999K | 0.22% | 64 |
|