Rockbridge Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-965
| Closed | -$24.5K | – | 714 |
|
|
2022
Q1 | $24.5K | Hold |
965
| – | – | ﹤0.01% | 391 |
|
|
2021
Q4 | $26K | Hold |
965
| – | – | ﹤0.01% | 444 |
|
|
2021
Q3 | $26K | Hold |
965
| – | – | ﹤0.01% | 409 |
|
|
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 | +$26K | 0.01% | 301 |
|