Mutual 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,400
| Closed | -$213K | – | 1116 |
|
|
2024
Q1 | $213K | Sell |
8,400
-770
| -8% | -$19.5K | 0.01% | 1018 |
|
|
2023
Q4 | $234K | Sell |
9,170
-4,415
| -32% | -$113K | 0.01% | 908 |
|
|
2023
Q3 | $337K | Buy |
13,585
+3,993
| +42% | +$99.1K | 0.01% | 744 |
|
|
2023
Q2 | $242K | Sell |
9,592
-88
| -0.9% | -$2.22K | 0.01% | 881 |
|
|
2023
Q1 | $247K | Sell |
9,680
-18
| -0.2% | -$460 | 0.01% | 838 |
|
|
2022
Q4 | $244K | Hold |
9,698
| – | – | 0.01% | 805 |
|
|
2022
Q3 | $239K | Hold |
9,698
| – | – | 0.01% | 777 |
|
|
2022
Q2 | $246K | Buy |
+9,698
| New | +$246K | 0.02% | 733 |
|