NewEdge 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 | $15.8M | Buy |
615,172
+45,604
| +8% | +$1.17M | 0.08% | 248 |
|
|
2025
Q1 | $14.6M | Buy |
569,568
+10,133
| +2% | +$259K | 0.09% | 238 |
|
|
2024
Q4 | $14.2M | Buy |
559,435
+1,813
| +0.3% | +$46.2K | 0.09% | 232 |
|
|
2024
Q3 | $14.3M | Buy |
557,622
+9,858
| +2% | +$253K | 0.09% | 224 |
|
|
2024
Q2 | $13.9M | Sell |
547,764
-16,516
| -3% | -$418K | 0.1% | 199 |
|
|
2024
Q1 | $14.3M | Buy |
564,280
+13,657
| +2% | +$346K | 0.12% | 170 |
|
|
2023
Q4 | $14M | Buy |
550,623
+183,488
| +50% | +$4.67M | 0.13% | 165 |
|
|
2023
Q3 | $9.11M | Buy |
367,135
+25,710
| +8% | +$638K | 0.1% | 202 |
|
|
2023
Q2 | $8.6M | Sell |
341,425
-51,926
| -13% | -$1.31M | 0.1% | 208 |
|
|
2023
Q1 | $10M | Sell |
393,351
-28,365
| -7% | -$724K | 0.13% | 175 |
|
|
2022
Q4 | $4M | Buy |
421,716
+379,263
| +893% | +$3.6M | 0.11% | 209 |
|
|
2022
Q3 | $1.05M | Buy |
+42,453
| New | +$1.05M | 0.02% | 633 |
|