Legacy Private Trust’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 | $202K | Hold |
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|
2025
Q2 | $202K | Hold |
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|
2025
Q1 | $201K | Hold |
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|
2024
Q4 | $200K | Sell |
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|
2024
Q3 | $579K | Hold |
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|
2024
Q2 | $571K | Hold |
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|
2024
Q1 | $572K | Hold |
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|
2023
Q4 | $576K | Sell |
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|
2023
Q3 | $1.18M | Sell |
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|
2023
Q2 | $1.28M | Sell |
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|
2023
Q1 | $1.96M | Buy |
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|
2022
Q4 | $1.82M | Sell |
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|
2022
Q3 | $2.58M | Buy |
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|
2022
Q2 | $2.5M | Sell |
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|
2022
Q1 | $2.95M | Buy |
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|
2021
Q4 | $740K | Buy |
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