New England Private Wealth 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 | $1.88M | Buy |
73,288
+33
| +0% | +$845 | 0.27% | 63 |
|
|
2025
Q1 | $1.87M | Buy |
73,255
+6,192
| +9% | +$158K | 0.29% | 59 |
|
|
2024
Q4 | $1.71M | Buy |
67,063
+50,099
| +295% | +$1.28M | 0.27% | 61 |
|
|
2024
Q3 | $435K | Buy |
16,964
+22
| +0.1% | +$564 | 0.07% | 101 |
|
|
2024
Q2 | $429K | Buy |
16,942
+23
| +0.1% | +$582 | 0.07% | 95 |
|
|
2024
Q1 | $428K | Buy |
16,919
+13
| +0.1% | +$329 | 0.08% | 99 |
|
|
2023
Q4 | $431K | Buy |
+16,906
| New | +$431K | 0.08% | 93 |
|