LPL 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.96M | Buy |
388,657
+744
| +0.2% | +$19.1K | ﹤0.01% | 1714 |
|
|
2025
Q1 | $9.92M | Buy |
387,913
+49,803
| +15% | +$1.27M | ﹤0.01% | 1607 |
|
|
2024
Q4 | $8.61M | Buy |
338,110
+41,619
| +14% | +$1.06M | ﹤0.01% | 1647 |
|
|
2024
Q3 | $7.61M | Sell |
296,491
-1,621
| -0.5% | -$41.6K | ﹤0.01% | 1667 |
|
|
2024
Q2 | $7.55M | Buy |
298,112
+20,588
| +7% | +$521K | ﹤0.01% | 1538 |
|
|
2024
Q1 | $7.04M | Buy |
277,524
+6,753
| +2% | +$171K | ﹤0.01% | 1552 |
|
|
2023
Q4 | $6.91M | Buy |
270,771
+24,609
| +10% | +$628K | ﹤0.01% | 1475 |
|
|
2023
Q3 | $6.11M | Buy |
246,162
+31,392
| +15% | +$779K | ﹤0.01% | 1470 |
|
|
2023
Q2 | $5.41M | Sell |
214,770
-3,713
| -2% | -$93.5K | ﹤0.01% | 1515 |
|
|
2023
Q1 | $5.58M | Sell |
218,483
-22,700
| -9% | -$580K | ﹤0.01% | 1436 |
|
|
2022
Q4 | $6.08M | Buy |
241,183
+42,745
| +22% | +$1.08M | 0.01% | 1331 |
|
|
2022
Q3 | $4.89M | Buy |
198,438
+32,515
| +20% | +$801K | ﹤0.01% | 1393 |
|
|
2022
Q2 | $4.2M | Buy |
165,923
+73,614
| +80% | +$1.87M | ﹤0.01% | 1518 |
|
|
2022
Q1 | $2.36M | Buy |
92,309
+4,779
| +5% | +$122K | ﹤0.01% | 1921 |
|
|
2021
Q4 | $2.35M | Buy |
87,530
+36,765
| +72% | +$988K | ﹤0.01% | 1957 |
|
|
2021
Q3 | $1.37M | Buy |
50,765
+12,211
| +32% | +$328K | ﹤0.01% | 2347 |
|
|
2021
Q2 | $1.04M | Buy |
38,554
+2,703
| +8% | +$72.9K | ﹤0.01% | 2525 |
|
|
2021
Q1 | $962K | Buy |
35,851
+20,138
| +128% | +$540K | ﹤0.01% | 2422 |
|
|
2020
Q4 | $426K | Buy |
+15,713
| New | +$426K | ﹤0.01% | 2893 |
|