Modern Wealth Management’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 | $1.15M | Buy |
45,042
+6,990
| +18% | +$179K | 0.03% | 340 |
|
|
2025
Q1 | $973K | Sell |
38,052
-2,544
| -6% | -$65K | 0.03% | 305 |
|
|
2024
Q4 | $1.03M | Buy |
40,596
+15,359
| +61% | +$391K | 0.04% | 253 |
|
|
2024
Q3 | $647K | Buy |
25,237
+4,239
| +20% | +$109K | 0.04% | 217 |
|
|
2024
Q2 | $532K | Buy |
20,998
+10,723
| +104% | +$272K | 0.04% | 210 |
|
|
2024
Q1 | $260K | Buy |
+10,275
| New | +$260K | 0.02% | 262 |
|