PSI 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	–	Sell	-56,874	Closed	-$1.45M	–	356
2025 Q1	$1.45M	Buy	56,874 +5,800	+11%	+$148K	0.47%	35
2024 Q4	$1.3M	Sell	51,074 -2,900	-5%	-$73.8K	0.39%	39
2024 Q3	$1.38M	Hold	53,974	–	–	0.41%	44
2024 Q2	$1.37M	Buy	+53,974	New	+$1.37M	0.43%	42