Royal Harbor Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-32,645
| Closed | -$828K | – | 51 |
|
|
2024
Q1 | $828K | Sell |
32,645
-3,819
| -10% | -$96.8K | 0.36% | 32 |
|
|
2023
Q4 | $930K | Sell |
36,464
-823
| -2% | -$21K | 0.43% | 30 |
|
|
2023
Q3 | $925K | Sell |
37,287
-2,884
| -7% | -$71.6K | 0.48% | 30 |
|
|
2023
Q2 | $1.01M | Buy |
40,171
+8,006
| +25% | +$202K | 0.5% | 42 |
|
|
2023
Q1 | $821K | Sell |
32,165
-72
| -0.2% | -$1.84K | 0.44% | 48 |
|
|
2022
Q4 | $813K | Buy |
32,237
+10,756
| +50% | +$271K | 0.5% | 47 |
|
|
2022
Q3 | $529K | Buy |
+21,481
| New | +$529K | 0.36% | 51 |
|