Prism Advisors’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	$914K	Hold	35,665	–	–	0.26%	47
2025 Q1	$912K	Hold	35,665	–	–	0.28%	39
2024 Q4	$908K	Hold	35,665	–	–	0.27%	39
2024 Q3	$915K	Hold	35,665	–	–	0.26%	38
2024 Q2	$903K	Hold	35,665	–	–	0.27%	36
2024 Q1	$904K	Hold	35,665	–	–	0.27%	32
2023 Q4	$910K	Hold	35,665	–	–	0.29%	36
2023 Q3	$885K	Hold	35,665	–	–	0.31%	31
2023 Q2	$898K	Hold	35,665	–	–	0.3%	29
2023 Q1	$911K	Hold	35,665	–	–	0.32%	29
2022 Q4	$899K	Hold	35,665	–	–	0.33%	28
2022 Q3	$878K	Hold	35,665	–	–	0.35%	32
2022 Q2	$904K	Sell	35,665 -1,831	-5%	-$46.4K	0.34%	28
2022 Q1	$956K	Sell	37,496 -457	-1%	-$11.7K	0.32%	26
2021 Q4	$1.02M	Hold	37,953	–	–	0.33%	26
2021 Q3	$1.02M	Hold	37,953	–	–	0.36%	26
2021 Q2	$1.02M	Buy	37,953 +1,113	+3%	+$30K	0.36%	28
2021 Q1	$988K	Hold	36,840	–	–	0.36%	27
2020 Q4	$998K	Buy	36,840 +10,215	+38%	+$277K	0.38%	27
2020 Q3	$717K	Hold	26,625	–	–	0.3%	27
2020 Q2	$710K	Buy	26,625 +2,775	+12%	+$74K	0.32%	26
2020 Q1	$615K	Buy	23,850 +15,166	+175%	+$391K	0.4%	43
2019 Q4	$225K	Buy	+8,684	New	+$225K	0.11%	58