MB, Levis & Associates’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
2023 Q4	–	Sell	-12,960	Closed	-$322K	–	281
2023 Q3	$322K	Sell	12,960 -225	-2%	-$5.58K	0.21%	49
2023 Q2	$332K	Sell	13,185 -1,546	-10%	-$38.9K	0.21%	46
2023 Q1	$376K	Buy	14,731 +2,623	+22%	+$67K	0.26%	44
2022 Q4	$305K	Buy	+12,108	New	+$305K	0.24%	44