Legacy Private Trust’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 | $202K | Hold |
7,870
| – | – | 0.01% | 246 |
|
|
2025
Q1 | $201K | Hold |
7,870
| – | – | 0.01% | 240 |
|
|
2024
Q4 | $200K | Sell |
7,870
-14,695
| -65% | -$374K | 0.01% | 233 |
|
|
2024
Q3 | $579K | Hold |
22,565
| – | – | 0.04% | 175 |
|
|
2024
Q2 | $571K | Hold |
22,565
| – | – | 0.04% | 168 |
|
|
2024
Q1 | $572K | Hold |
22,565
| – | – | 0.04% | 171 |
|
|
2023
Q4 | $576K | Sell |
22,565
-25,168
| -53% | -$642K | 0.05% | 164 |
|
|
2023
Q3 | $1.18M | Sell |
47,733
-3,283
| -6% | -$81.5K | 0.1% | 130 |
|
|
2023
Q2 | $1.28M | Sell |
51,016
-25,914
| -34% | -$653K | 0.11% | 125 |
|
|
2023
Q1 | $1.96M | Buy |
76,930
+4,732
| +7% | +$121K | 0.17% | 107 |
|
|
2022
Q4 | $1.82M | Sell |
72,198
-32,560
| -31% | -$821K | 0.16% | 109 |
|
|
2022
Q3 | $2.58M | Buy |
104,758
+6,300
| +6% | +$155K | 0.24% | 90 |
|
|
2022
Q2 | $2.5M | Sell |
98,458
-17,173
| -15% | -$435K | 0.22% | 89 |
|
|
2022
Q1 | $2.95M | Buy |
115,631
+88,107
| +320% | +$2.25M | 0.23% | 91 |
|
|
2021
Q4 | $740K | Buy |
+27,524
| New | +$740K | 0.06% | 169 |
|