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Rockbridge Investment Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Rockbridge Investment Management’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-965
Closed -$24.5K – 719
2022
Q1 		$24.5K Hold
965
– – ﹤0.01% 393
2021
Q4 		$26K Hold
965
– – ﹤0.01% 446
2021
Q3 		$26K Hold
965
– – ﹤0.01% 411
2021
Q2 		$26K Hold
965
– – ﹤0.01% 407
2021
Q1 		$26K Hold
965
– – ﹤0.01% 378
2020
Q4 		$26K Hold
965
– – 0.01% 371
2020
Q3 		$26K Hold
965
– – 0.01% 339
2020
Q2 		$26K Buy
+965
New +$25.3K 0.01% 301

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ACIM
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WSTAM
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CIM
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SPF
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