RPSA
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 |
|