Patten Group’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 | $233K | Hold |
9,111
| – | – | 0.05% | 244 |
|
|
2025
Q1 | $233K | Hold |
9,111
| – | – | 0.05% | 243 |
|
|
2024
Q4 | $232K | Sell |
9,111
-578
| -6% | -$14.7K | 0.05% | 245 |
|
|
2024
Q3 | $249K | Hold |
9,689
| – | – | 0.06% | 235 |
|
|
2024
Q2 | $245K | Hold |
9,689
| – | – | 0.06% | 234 |
|
|
2024
Q1 | $246K | Hold |
9,689
| – | – | 0.06% | 233 |
|
|
2023
Q4 | $247K | Buy |
+9,689
| New | +$247K | 0.07% | 218 |
|