Lee Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.26M | Hold |
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2022
Q2 | $1.3M | Hold |
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2022
Q1 | $1.31M | Hold |
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|
2021
Q4 | $1.38M | Hold |
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|
2021
Q3 | $1.38M | Hold |
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|
2021
Q2 | $1.38M | Hold |
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|
2021
Q1 | $1.38M | Hold |
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|
2020
Q4 | $1.39M | Hold |
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|
2020
Q3 | $1.38M | Hold |
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|
2020
Q2 | $1.37M | Buy |
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|
2020
Q1 | $993K | Hold |
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|
2019
Q4 | $999K | Buy |
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