PFG Private Wealth Management’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	-21,172	Closed	-$539K	–	283
2024 Q4	$539K	Buy	21,172 +520	+3%	+$13.2K	0.31%	24
2024 Q3	$530K	Buy	20,652 +1,261	+7%	+$32.4K	0.31%	26
2024 Q2	$491K	Buy	19,391 +2,106	+12%	+$53.3K	0.3%	27
2024 Q1	$438K	Buy	+17,285	New	+$438K	0.28%	28