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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$19.7K | 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% | +$99.5K | 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% | +$44.3K | 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 | +$13K | 0.01% | 335 |
|