Ogorek Anthony Joseph’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
Q1 | – | Sell |
-752
| Closed | -$19K | – | 653 |
|
|
2024
Q4 | $19K | Buy |
752
+5
| +0.7% | +$126 | 0.01% | 182 |
|
|
2024
Q3 | $19K | Buy |
747
+5
| +0.7% | +$127 | 0.01% | 178 |
|
|
2024
Q2 | $18K | Buy |
742
+3
| +0.4% | +$73 | 0.01% | 172 |
|
|
2024
Q1 | $18K | Hold |
739
| – | – | 0.01% | 173 |
|
|
2023
Q4 | $18K | Hold |
739
| – | – | 0.01% | 174 |
|
|
2023
Q3 | $18K | Hold |
739
| – | – | 0.01% | 174 |
|
|
2023
Q2 | $18K | Buy |
+739
| New | +$18K | 0.01% | 164 |
|