Quantum Financial 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 | $4.01M | Buy |
156,480
+4,242
| +3% | +$109K | 0.54% | 34 |
|
|
2025
Q1 | $3.89M | Buy |
152,238
+20,132
| +15% | +$515K | 0.58% | 31 |
|
|
2024
Q4 | $3.36M | Buy |
132,106
+1,372
| +1% | +$34.9K | 0.51% | 34 |
|
|
2024
Q3 | $3.35M | Buy |
130,734
+3,259
| +3% | +$83.6K | 0.52% | 33 |
|
|
2024
Q2 | $3.23M | Buy |
127,475
+1,037
| +0.8% | +$26.3K | 0.57% | 33 |
|
|
2024
Q1 | $3.21M | Buy |
+126,438
| New | +$3.21M | 0.59% | 33 |
|