Rehmann Capital Advisory Group’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 | $320K | Buy |
12,479
+20
| +0.2% | +$512 | 0.02% | 460 |
|
|
2025
Q1 | $318K | Sell |
12,459
-104
| -0.8% | -$2.66K | 0.02% | 466 |
|
|
2024
Q4 | $320K | Sell |
12,563
-610
| -5% | -$15.5K | 0.02% | 453 |
|
|
2024
Q3 | $338K | Sell |
13,173
-40
| -0.3% | -$1.03K | 0.02% | 433 |
|
|
2024
Q2 | $335K | Buy |
13,213
+1,052
| +9% | +$26.6K | 0.02% | 417 |
|
|
2024
Q1 | $308K | Hold |
12,161
| – | – | 0.02% | 445 |
|
|
2023
Q4 | $310K | Sell |
12,161
-832
| -6% | -$21.2K | 0.03% | 423 |
|
|
2023
Q3 | $322K | Buy |
12,993
+110
| +0.9% | +$2.73K | 0.03% | 384 |
|
|
2023
Q2 | $324K | Sell |
12,883
-4,005
| -24% | -$101K | 0.03% | 402 |
|
|
2023
Q1 | $431K | Buy |
16,888
+23
| +0.1% | +$587 | 0.04% | 328 |
|
|
2022
Q4 | $425K | Buy |
+16,865
| New | +$425K | 0.04% | 325 |
|