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Richard P. Slaughter Associates’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-15,158
Closed -$387K 121
2025
Q1
$387K Buy
15,158
+6,801
+81% +$174K 0.09% 91
2024
Q4
$213K Buy
+8,357
New +$213K 0.05% 142
2024
Q3
Sell
-9,059
Closed -$229K 152
2024
Q2
$229K Buy
+9,059
New +$229K 0.05% 135
2022
Q1
Sell
-7,822
Closed -$210K 134
2021
Q4
$210K Buy
+7,822
New +$210K 0.07% 123