Raymond James & Associates’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $2.79M | Buy |
108,757
+6,032
| +6% | +$155K | ﹤0.01% | 2013 |
|
2024
Q2 | $2.6M | Buy |
102,725
+6,482
| +7% | +$164K | ﹤0.01% | 1996 |
|
2024
Q1 | $2.44M | Buy |
96,243
+57
| +0.1% | +$1.45K | ﹤0.01% | 2036 |
|
2023
Q4 | $2.45M | Buy |
96,186
+26,187
| +37% | +$668K | ﹤0.01% | 1975 |
|
2023
Q3 | $1.74M | Buy |
69,999
+1,282
| +2% | +$31.8K | ﹤0.01% | 2097 |
|
2023
Q2 | $1.73M | Buy |
68,717
+14,799
| +27% | +$373K | ﹤0.01% | 2138 |
|
2023
Q1 | $1.38M | Buy |
53,918
+4,317
| +9% | +$110K | ﹤0.01% | 2247 |
|
2022
Q4 | $1.25M | Buy |
49,601
+14,853
| +43% | +$374K | ﹤0.01% | 2301 |
|
2022
Q3 | $856K | Sell |
34,748
-14,443
| -29% | -$356K | ﹤0.01% | 2499 |
|
2022
Q2 | $1.25M | Buy |
49,191
+16,047
| +48% | +$406K | ﹤0.01% | 2301 |
|
2022
Q1 | $845K | Sell |
33,144
-1,119
| -3% | -$28.5K | ﹤0.01% | 2701 |
|
2021
Q4 | $921K | Buy |
34,263
+1,410
| +4% | +$37.9K | ﹤0.01% | 2663 |
|
2021
Q3 | $883K | Buy |
32,853
+3,905
| +13% | +$105K | ﹤0.01% | 2662 |
|
2021
Q2 | $781K | Sell |
28,948
-498
| -2% | -$13.4K | ﹤0.01% | 2752 |
|
2021
Q1 | $790K | Buy |
29,446
+5,154
| +21% | +$138K | ﹤0.01% | 2663 |
|
2020
Q4 | $658K | Sell |
24,292
-89
| -0.4% | -$2.41K | ﹤0.01% | 2612 |
|
2020
Q3 | $656K | Buy |
24,381
+16,617
| +214% | +$447K | ﹤0.01% | 2441 |
|
2020
Q2 | $207K | Buy |
+7,764
| New | +$207K | ﹤0.01% | 3093 |
|