Princeton Global Asset Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$508K	Sell	19,825 -775	-4%	-$19.9K	0.08%	130
2025 Q4	$528K	Buy	20,600 +4,900	+31%	+$126K	0.09%	129
2025 Q3	$403K	Hold	15,700	–	–	0.07%	148
2025 Q2	$402K	Hold	15,700	–	–	0.07%	142
2025 Q1	$401K	Buy	15,700 +8,800	+128%	+$225K	0.08%	139
2024 Q4	$176K	Buy	6,900 +775	+13%	+$19.8K	0.03%	197
2024 Q3	$157K	Hold	6,125	–	–	0.03%	200
2024 Q2	$155K	Hold	6,125	–	–	0.03%	188
2024 Q1	$155K	Hold	6,125	–	–	0.04%	172
2023 Q4	$156K	Buy	6,125 +3,900	+175%	+$97.9K	0.04%	178
2023 Q3	$55.2K	Hold	2,225	–	–	0.02%	241
2023 Q2	$56K	Hold	2,225	–	–	0.02%	248
2023 Q1	$56.8K	Buy	2,225 +1,735	+354%	+$44K	0.02%	251
2022 Q4	$12K	Hold	490	–	–	﹤0.01%	379
2022 Q3	$12K	Hold	490	–	–	﹤0.01%	376
2022 Q2	$12K	Hold	490	–	–	﹤0.01%	387
2022 Q1	$12K	Hold	490	–	–	﹤0.01%	421
2021 Q4	$13K	Hold	490	–	–	﹤0.01%	379
2021 Q3	$13K	Hold	490	–	–	﹤0.01%	382
2021 Q2	$13K	Hold	490	–	–	﹤0.01%	389
2021 Q1	$13K	Hold	490	–	–	﹤0.01%	359
2020 Q4	$13K	Hold	490	–	–	﹤0.01%	370
2020 Q3	$13K	Buy	+490	New	+$13.2K	0.01%	335