Lido Advisors’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 | $8.18M | Buy |
319,096
+36,767
| +13% | +$942K | 0.03% | 266 |
|
|
2025
Q1 | $7.22M | Buy |
282,329
+135,094
| +92% | +$3.45M | 0.03% | 267 |
|
|
2024
Q4 | $3.75M | Buy |
147,235
+89,745
| +156% | +$2.28M | 0.02% | 362 |
|
|
2024
Q3 | $1.47M | Buy |
57,490
+24,233
| +73% | +$622K | 0.01% | 521 |
|
|
2024
Q2 | $842K | Buy |
33,257
+176
| +0.5% | +$4.46K | ﹤0.01% | 667 |
|
|
2024
Q1 | $839K | Sell |
33,081
-4,933
| -13% | -$125K | ﹤0.01% | 665 |
|
|
2023
Q4 | $970K | Buy |
38,014
+10,896
| +40% | +$278K | 0.01% | 575 |
|
|
2023
Q3 | $673K | Sell |
27,118
-772
| -3% | -$19.2K | 0.01% | 595 |
|
|
2023
Q2 | $702K | Sell |
27,890
-4,997
| -15% | -$126K | 0.01% | 574 |
|
|
2023
Q1 | $840K | Buy |
+32,887
| New | +$840K | 0.01% | 475 |
|