RIA 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 | $1.42M | Buy |
55,323
+2,517
| +5% | +$64.5K | 0.42% | 41 |
|
|
2025
Q1 | $1.35M | Buy |
52,806
+5,370
| +11% | +$137K | 0.44% | 41 |
|
|
2024
Q4 | $1.21M | Sell |
47,436
-552
| -1% | -$14.1K | 0.41% | 41 |
|
|
2024
Q3 | $1.23M | Buy |
+47,988
| New | +$1.23M | 0.43% | 37 |
|
|
2024
Q1 | $1.14M | Buy |
44,995
+282
| +0.6% | +$7.15K | 0.46% | 35 |
|
|
2023
Q4 | $1.19M | Buy |
44,713
+2,771
| +7% | +$73.6K | 0.5% | 26 |
|
|
2023
Q3 | $1.04M | Sell |
41,942
-1,772
| -4% | -$44K | 0.47% | 29 |
|
|
2023
Q2 | $1.1M | Buy |
43,714
+2,138
| +5% | +$53.8K | 0.47% | 31 |
|
|
2023
Q1 | $1.06M | Buy |
41,576
+4,277
| +11% | +$109K | 0.49% | 35 |
|
|
2022
Q4 | $904K | Buy |
+37,299
| New | +$904K | 0.52% | 27 |
|